at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 4 days ago

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**Wealth Management Client Associate**: Manage client relationships, provide financial planning, and assist in portfolio management. Key responsibilities include conducting client reviews, collaborating with advisors, and staying updated on market trends. Required skills: proficiency in CRM software ( Salesforce), investment management (BlackRock, Morningstar), and strong client relationship skills. Minimum 2-5 years of experience in wealth management.

Compensation

Not specified

Currency: Not specified

City

Not specified

Country

United States