Wealth Management Client Services Advocate

Bank of America ATM

Merrill Wealth Management, part of Bank of America, seeks a client service-oriented professional in Hartford, CT to support Financial Advisors and serve as the primary contact for clients. You will educate clients on banking offerings, ensure timely materials, and help manage risk and client relationships.

Requires FINRA SIE/Series 7/66 (or includes alternatives), strong investment product knowledge, and proficiency with Salesforce and MS Office.

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Vacancy posted 3 days ago

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