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Full time

Wealth Management Client Associate- Bilingual Spanish

Posted by Bank of America • June 08, 2026

📍 Guaynabo, Guaynabo, Puerto Rico
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Description

Description

:


This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, de...

    • Job Details

    • Location Guaynabo, Guaynabo
    • Job Type Full time
    • Category Financial Specialists
    • Posted June 08, 2026
    • Deadline July 18, 2026

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