Wealth Management Seasonal Client Associate
Company: Bank of America
Location: San Francisco
Posted on: October 20, 2024
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Job Description:
Wealth Management Seasonal Client AssociateMerrill Wealth
Management is a leading provider of comprehensive wealth management
and investment products and services for individuals, companies,
and institutions. Merrill Wealth Management is one of the largest
businesses of its kind in the world specializing in goals-based
wealth management, including planning for retirement, education,
legacy, and other life goals through investment advice and
guidance.Merrill's Financial Advisors and Wealth Management Client
Associates help clients pursue the life they envision through a
personal relationship with their advisory team committed to their
needs. We believe trust comes from transparency. Our trusted
advisory teams are equipped with access to the investment insights
of Merrill coupled with the banking convenience of Bank of
America.At Merrill, we empower you to bring your whole self to
work. We value diversity in our thoughts, business, and within our
employees and clients. Our Wealth Management team represents an
array of different backgrounds and brings their unique
perspectives, ideas, and experiences, helping to create a work
community that is culture-driven, resilient, results-focused, and
effective.Job Description:This job is responsible for providing
client service support to potentially multiple Financial Advisors
(FAs). Key responsibilities include supporting enterprise strategic
objectives, operational excellence, and client advocacy within the
FA's business, while customizing solutions based on their specific
needs. Job expectations include serving as the most frequent point
of contact with Merrill to address all service needs of their
clients.Responsibilities:
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Keywords: Bank of America, Brentwood , Wealth Management Seasonal Client Associate, Executive , San Francisco, California
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