Bank of America’s Merrill Wealth Management in Mystic, CT seeks a Client Services Associate to support Financial Advisors, educating clients on banking offerings and ensuring accurate materials. A client-first mindset and collaboration within an in-office culture are essential.
Role involves assisting with day-to-day team needs, risk management, and maintaining strong client relationships. Requires FINRA SIE, Series 7, and Series 66 (or 63/65) licenses, plus proficiency with
#J-18808-LjbffrWealth Management Client Associate | Client Solutions & Growth in mystic at Unknown Company
This position is listed as full time and onsite.