Wealth Management Client Services Advisor in Melville

Wealth Management Client Services Advisor in Melville

Melville Full-Time 47250 - 57750 $ / year (est.) On-site
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At a Glance

  • Tasks: Support Financial Advisors and clients with service inquiries and account requests.
  • Company: Join Bank of America’s Merrill Wealth Management team.
  • Benefits: Gain valuable experience in finance with a supportive work environment.
  • Other info: Opportunity to grow within a leading financial institution.
  • Why this job: Be part of a client-first culture and make a difference in people's financial journeys.
  • Qualifications: Strong communication skills and a passion for helping others.

The predicted salary is between 47250 - 57750 $ per year.

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.

Wealth Management Client Services Advisor in Melville employer: Bank of America

At Bank of America, we pride ourselves on being an exceptional employer, offering a culture of inclusivity and support that empowers our employees to thrive. With a strong focus on career development, competitive benefits, and a collaborative in-office environment, we ensure that every team member has the resources to succeed and make a meaningful impact in the financial sector. Join us in a role where your contributions are valued, and your growth is nurtured in a dynamic and rewarding workplace.

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Contact Details:

Bank of America Recruitment Team

We think you need these skills to ace Wealth Management Client Services Advisor in Melville

Client-First Approach
Collaboration
Adherence to Bank Policies
Communication Skills
Computer Skills
Service Inquiries Management
Account Requests Handling