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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

As a Wealth Management Client Associate, you will support financial advisors in delivering customized wealth management solutions to clients. You will assist with client onboarding, account documentation, trade processing, and ongoing client service to ensure a seamless experience. You will develop product and market knowledge, learn the regulatory and enterprise risk standards of wealth management, and have opportunities for career progression into advisor roles.

Compensation
Not specified USD

Currency: $ (USD)

City
New York City
Country
United States

Full Job Description

Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

Wealth Management Client Associate

Compensation

Not specified USD

City: New York City

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

As a Wealth Management Client Associate, you will support financial advisors in delivering customized wealth management solutions to clients. You will assist with client onboarding, account documentation, trade processing, and ongoing client service to ensure a seamless experience. You will develop product and market knowledge, learn the regulatory and enterprise risk standards of wealth management, and have opportunities for career progression into advisor roles.

Full Job Description

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.