Wealth Management Client Associate
Company: Disability Solutions
Location: Palo Alto
Posted on: October 20, 2024
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Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!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 goals, 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 within Merrill to address all
service needs of their clients.Responsibilities:
Keywords: Disability Solutions, Elk Grove , Wealth Management Client Associate, Executive , Palo Alto, California
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