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Wealth Management Client Advocate
Job in
Allentown, Lehigh County, Pennsylvania, 18103, USA
Listed on 2026-07-07
Listing for:
Bank of America
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bank of America is seeking a qualified individual for a client service role within Merrill Wealth Management. This position involves supporting Financial Advisors and ensuring operational excellence while providing quality client service. Ideal candidates have industry knowledge, hold essential FINRA licenses, and possess a client-centric attitude.
Responsibilities include educating clients on services, addressing their needs, and maintaining strong relationships. The role requires effective communication skills and the ability to operate in a fast-paced environment.
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