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Wealth Management Client Advocate
Job in
Auburn Hills, Oakland County, Michigan, 48326, USA
Listed on 2026-09-07
Listing for:
Bank of America
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management, Banking & Finance
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors and clients with banking and investment services. You will address service requests, ensure accuracy in client materials, and help maintain risk controls while delivering a superior client experience.
You will collaborate across the FA team, cover routine activities, and foster a client-first mindset in a fast-paced environment, leveraging MS Office and Salesforce.
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