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Wealth Management Client Advocate
Job in
Montgomery, Montgomery County, Alabama, 36136, USA
Listed on 2026-08-31
Listing for:
Bank of America
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management team seeks a Client Service Associate to provide high-quality client service, educate clients on banking offerings, and support Financial Advisors with day-to-day activities. The role emphasizes client relationships and proactive service within an in-office culture.
The position requires strong communication, a client-centric mindset, and adaptability to new technology, with on-site work expectations and opportunities for professional growth.
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