Wealth Management Client Advocate
Job in
Findlay, Hancock County, Ohio, 45839, USA
Listed on 2026-08-30
Listing for:
Bank of America
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management team seeks a Client Service Associate to support multiple Financial Advisors. You’ll act as the primary contact for clients, educate them on services, and ensure timely, accurate materials while maintaining risk controls.
The role emphasizes client focus, adaptability to new platforms, and teamwork in a fast-paced, in-office environment with a 37.5-hour week.
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