Support wealth management operations by executing daily processes, resolving complex account issues,
岗位职责
Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates h…
申请条件
Proven experience in financial services operations, preferably within wealth management or investment products.
Strong understanding of operational processes, compliance, and regulatory requirements in the financial industry.
雇主简介
Bank of America is a leading financial institution providing banking and financial services to individuals, businesses, and communities, guided by a purpose to help make financial lives better.