Wealth Management Client Services Advisor

Wealth Management Client Services Advisor

Bank of America | City Of Melville, Western Australia, AU

Posted 24 days ago

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Description

Bank of America, within Merrill Wealth Management, is seeking a Client Services Associate to support Financial Advisors and clients with service inquiries, account requests, and day-to-day needs.

This role requires a client-first approach, collaboration with advisory teams, and adherence to bank policies to ensure accurate, timely service while managing risk. Strong communication and computer skills are essential.


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