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Wealth Management Client Associate

GraduateNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted a month ago

No clicks

**Wealth Management Client Associate**: Manage client relationships, coordinate portfolio services, and collaborate with advisor teams. **Key Responsibilities**: Research market trends, monitor client portfolios, and ensure client service excellence. **Required Skills**: Proficiency in CRM, Bloomberg Terminal,】, Excel, resourceful problem solver. **Experience**: 3+ years in wealth management, ideally with exposure to high-net-worth clients.

Compensation
Not specified

Currency: Not specified

City
Columbia
Country
United States

Full Job Description

Wealth Management Client Associate

Compensation

Not specified

City: Columbia

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

a month ago

No clicks

at Bank of America Merrill Lynch

GraduateNo visa sponsorship

**Wealth Management Client Associate**: Manage client relationships, coordinate portfolio services, and collaborate with advisor teams. **Key Responsibilities**: Research market trends, monitor client portfolios, and ensure client service excellence. **Required Skills**: Proficiency in CRM, Bloomberg Terminal,】, Excel, resourceful problem solver. **Experience**: 3+ years in wealth management, ideally with exposure to high-net-worth clients.

Full Job Description