Wealth Management Client Advocate

22 set - San Miniato
Altro

Bank 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.
You 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.

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