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© All Rights Reserved. ApplyBlast.com
Bank of America
The Westmoreland Group seeks an experienced Client Associate to support Senior Relationship Managers in delivering exceptional client service for Merrill Wealth Management. Key duties include new account onboarding, processing wire transfers, completing journal entries, and managing householding requests using tools like Salesforce. The role requires a client-centric mindset to ensure timeliness and accuracy in all client materials and advisor requests.
Headquarters
Charlotte, North Carolina, United States
Company Size
10001+ employees
Founded
1968
Bank of America is a leading financial services company offering banking, credit cards, loans, and Merrill Investing. Its mission is to help make financial lives better through the power of every connection. The bank emphasizes accessible, customer-focused financial tools and a broad suite of services for individuals and businesses.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bank of America.
Bank of America didn’t post a salary, so this is our estimate from similar listings.
20% above the average for this role
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