- 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 (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