Wealth Management Client Advocate
Listed on 2026-10-11
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Finance & Banking
Banking & Finance, Wealth Management, Financial Advisor / Consultant
Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional client service. You will educate clients on the bank's offerings, coordinate materials, and help manage relationships while collaborating with the advisory team.
The role emphasizes operational excellence, accuracy, and a client-first approach within an in-office culture that values collaboration and career development.
We have an opening for a Wealth Management Client Advocate in Melville, NY, United States within Finance, Sales.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Melville, NY, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 34.000 - 61.000.
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