Wealth Management Client Advocate | Growth & Service

Bank of America Merrill Wealth Management seeks a Client Service Associate to support Financial Advisors with client materials, inquiries, and the delivery of tailored banking and investment solutions. The role emphasizes a client-first mindset, collaboration, and adherence to policy and risk frameworks.

You will manage day-to-day client interactions, educate clients on bank offerings, and coordinate with the FA to deepen relationships.

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