bank of americaChicago, IL
Wealth Management Client Associate - Client Services
Wealth Management Client Associate - Client Services
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role (opens in a new tab)Merrill Wealth Management in Chicago is seeking a client service associate to support Financial Advisors by delivering exceptional client service, education on offerings, and timely processing of requests. The role emphasizes risk-aware, policy-aligned operations within a dynamic wealth management team. Applicants should hold or be able to obtain FINRA licenses and demonstrate a client-centric, results-driven mindset, with proficiency in MS Office and Salesforce.
Also on the board Same function, level within a rung
Level
Mid
Location
Chicago, IL
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
4 days ago