Wealth Management Client Advocate

21 set - Firenze
Bank of America

pBank of America Merrill Wealth Management is seeking a Client Service Associate to provide high-quality support to Financial Advisors and clients.
You will educate clients on services, ensure accurate materials, and help protect client interests while aligning with bank policies.
/ppYou will work closely with the FA team, maintain relationships, and cover team needs during peak times, emphasizing client-first service.
A strong client-centric mindset and adaptability are essential.
/p #J-*****-Ljbffr

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