Wealth Management Client Advocate
Bank of America
Bank of America, Merrill Wealth Management in Santa Barbara, CA, seeks a client service professional to support multiple Financial Advisors by addressing service needs, educating clients on banking offerings, and ensuring timely, accurate materials. The role emphasizes a client-first mindset, collaboration, and ongoing learning in a fast-paced wealth management environment. On-site expectations apply with flexible role-specific arrangements. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
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