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Financial Services Wealth Management

Private Wealth Client Associate — Wealth Management

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A major financial institution in Boston is seeking a dedicated Client Associate to support Merrill's wealth management team, ensuring exceptional client service and compliance with industry standards. The ideal candidate will possess necessary financial licenses and demonstrate strong communication and client management skills. This role requires a commitment to client success and an ability to thrive in a fast-paced environment, underpinned by a focus on continuous learning and development.
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Position Requirements
10+ Years work experience
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