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Wealth Management Client Advocate
Job in
Providence, Providence County, Rhode Island, 02912, USA
Listed on 2026-07-25
Listing for:
Bank of America
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bank of America Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors, delivering tailored wealth management assistance and banking solutions. You will act as a principal client contact, ensuring timely, accurate materials and proactive service in a fast-paced environment.
Ideal candidates will demonstrate a client-first mindset, strong communication skills, and ability to navigate evolving responsibilities while maintaining compliance and risk
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