Wealth Management Client Advocate
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Banking & Finance
Bank of America Merrill Wealth Management is seeking a motivated Client Service Associate to support multiple Financial Advisors, delivering exceptional service to clients and ensuring timely, accurate materials.
The role focuses on client advocacy, risk management, and aligning activities with bank policies while leveraging tools like Salesforce and MS Office to maintain relationships and drive growth.
Consider building your career as a Wealth Management Client Advocate at Bank of America.
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 and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Management Client Advocate role at Bank of America, based in Winston-Salem, NC, United States.
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