- Bank of America (Phoenix, AZ)
- …with exceptional written and oral communication skills. The role supports the Financial Advisor /Client relationship, requiring the candidate to have strong ... Merrill Center for Family Wealth Principal Los Angeles,...relationship management skills, a track record of team -based engagement, and a collaborative, client service-oriented mindset. Experience… more
- Bank of America (Scottsdale, AZ)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... are guided by a common purpose to help make financial lives better through the power of every connection....serving as the most frequent point of contact within Merrill to address all service needs of their clients.… more