Wealth Management Client Advocate
Job in
City of White Plains, White Plains, Westchester County, New York, 10601, USA
Listed on 2026-08-06
Listing for:
Bank of America
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Merrill Wealth Management is seeking a client service support professional to act as the primary contact for Financial Advisors and their clients, addressing service needs with care and accuracy.
You will educate clients on our banking offerings, ensure timely, complete materials, and assist in maintaining strong client relationships while supporting enterprise objectives and risk controls.
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