Wealth Management Client Advocate
Bank of America ATM
Bank of America’s Merrill Wealth Management team seeks a client-service oriented professional to support Financial Advisors and their clients. The role emphasizes a client-first mindset, risk-aware processes, and collaboration within a fast-paced wealth-management environment.
Responsibilities include educating clients on banking offerings, maintaining accurate materials, and deepening relationships. Strong communication, adaptability, and proficiency with Salesforce are valued.
#J-18808-LjbffrVacancy posted 4 days ago
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