• Wealth Management Client Associate

    Bank of America (Walnut Creek, CA)
    …transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. ... a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business… more
    Bank of America (07/31/25)
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  • Wealth Management Specialist

    Bank of America (Beverly Hills, CA)
    …transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. ... + Demonstrate an understanding of how to deliver a strong overall client experience + Thorough knowledge and understanding of the suite of Wealth Management products… more
    Bank of America (07/16/25)
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