Wealth Management Client Advocate
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Financial Services, Banking & Finance, Financial Advisor / Consultant
Bank of America Corporation's Merrill Wealth Management unit is seeking a Client Service professional to support Financial Advisors and service multiple clients. You will focus on aligning client needs with banking services, maintaining accurate materials, and deepening client relationships while staying compliant with policies.
The role emphasizes a client-first mindset, adaptability to technology, and teamwork in a fast-paced environment.
We are currently recruiting a Wealth Management Client Advocate for our team in Lake Oswego, OR, United States.
Join us at Bank of America Corporation as our next Wealth Management Client Advocate in Lake Oswego, OR, United States.
This is a great opportunity to take on the Wealth Management Client Advocate role at Bank of America Corporation.
As a Wealth Management Client Advocate, you will play an important part at Bank of America Corporation in Lake Oswego, OR, United States.
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