Wealth Management Client Advocate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-20
Listing for:
Bank of America
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Banking & Finance, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a client service professional for their Merrill Wealth Management division in New York, NY. This role is pivotal in providing excellent support to Financial Advisors and enhancing client relationships through a thorough understanding of bank offerings.
The ideal candidate is enthusiastic and self-motivated, possessing a client-centric mindset while being detail-oriented and adaptable in a fast-paced environment. Understanding or pursuing relevant financial qualifications, such as FINRA Securities Industry Essentials, is preferred. A high school diploma is required. This position may require on-site work.
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