Wealth Management Client Advocate
Listed on 2026-10-17
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Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to provide dedicated service to Financial Advisors and their clients, helping tailor solutions and coordinate materials to meet regulatory and client needs.
The role emphasizes licenses (SIE, Series 7, Series 66), a client-centric mindset, and the ability to learn new technology platforms, with a collaborative in-office culture and growth opportunities within the Wealth Management team.
This is an excellent position to take on the Wealth Management Client Advocate role at Bank of America.
This role, Wealth Management Client Advocate at Bank of America, could be your next opportunity.
Are you ready to take on the Wealth Management Client Advocate role at Bank of America?
We would love to welcome a new Wealth Management Client Advocate to our group in Winter Park, FL, United States.
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