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Wealth Management Associate

2 weeks ago

Ipswich, South Dakota, Australia Bank of America Full time
Job Overview

Become a part of our Merrill Wealth Management team as a Wealth Management Client Associate. In this role, you will play a crucial part in helping clients achieve their life goals through comprehensive wealth management and investment advice.

As a key member of our team, you will work closely with Financial Advisors to deliver exceptional client experiences, ensuring seamless integration of banking services into clients' daily lives.

  • Deliver tailored solutions to clients, aligning their financial goals with the bank's offerings.
  • Support the implementation of best practices in client communication, ensuring proactive issue resolution and timely follow-up.
  • Collaborate with the team to identify and capitalize on business opportunities, driving revenue growth and expansion.