Wealth Management Client Advocate
Remote / Online - Candidates ideally in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-06-02
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listing for:
Bank of America
Remote/Work from Home
position Listed on 2026-06-02
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Bank of America is seeking a dedicated client service support professional at Merrill Wealth Management to enhance client relationships. The role involves educating clients on services, ensuring high-quality materials, and assisting in operational tasks while promoting banking integration.
The ideal candidate will be enthusiastic, client-focused, and skilled in various technologies, including Microsoft and Salesforce. A high school diploma is required. Internal remote work options are available, but on-site work may be necessary.
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