Wealth Management Client Advocate
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Finance & Banking
Job Description & How to Apply Below
Bank of America’s Merrill Wealth Management team seeks a Client Service professional to support Financial Advisors, delivering tailored client solutions and maintaining strong relationships. You will educate clients on bank services, ensure accuracy of materials, and uphold risk controls across daily operations.
The role emphasizes a client-first mindset, active collaboration with FAs, and proficiency in Office tools and Salesforce in a fast-paced environment.
This posting is for the Wealth Management Client Advocate role at Bank of America Corporation, based in South Bend, IN, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management Client Advocate role in the description above.
We appreciate your interest in this position.
Join Bank of America Corporation and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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