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Wealth Management Client Advocate

Bank of America ATM

Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors and manage daily client requests. You will educate clients on Merrill/BofA offerings, ensure accuracy in materials, and maintain risk-aware processes. The role emphasizes a client-first mindset and collaboration with the FA team. Onsite position requiring strong communication skills, attention to detail, and adaptability to a fast-paced environment. #J-18808-Ljbffr Bank of America

Vacancy posted 4 days ago
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