Teams at Bank of America

The role provides client service support to Financial Advisors, ensuring timely and accurate client interactions and education about banking services, while fostering client relationships.

The Portfolio Manager III role involves creating customized investment strategies for high-net-worth clients, managing portfolios, and mentoring associates while driving client retention and business development.

The Wealth Management Client Associate provides client service support to Financial Advisors, ensuring timely and accurate client communication, fostering relationships, and promoting bank offerings to meet client needs.