Registered Wealth Management Client Associate - Bilingual Spanish Preferred

Registered Wealth Management Client Associate providing client service support to potentially multiple Financial Advisors (FAs) for Bank of America/Merrill, serving as a frequent point of contact to address client needs; educates clients on bank offerings, ensures timely and accurate client materials, supports operational excellence and risk management, deepens client relationships, and covers team roles during absences; strong emphasis on investing knowledge, ability to learn new platforms, and bilingual Spanish preference; requires professional presentation and client-focused mindset as part of daily client service and collaboration with FAs.