Wealth Management Client Advocate
Job in
Winter Park, Orange County, Florida, 32792, USA
Listed on 2026-09-01
Listing for:
Bank of America
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors and manage daily client requests. You will educate clients on Merrill/BofA offerings, ensure accuracy in materials, and maintain risk-aware processes.
The role emphasizes a client-first mindset and collaboration with the FA team. Onsite position requiring strong communication skills, attention to detail, and adaptability to a fast-paced environment.
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