Wealth Management Client Advocate
135674085 merrill lynch pierce fenner smithCoral Gables, FL
Wealth Management Client Advocate
L4
135674085 merrill lynch pierce fenner smithCoral Gables, FLyesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsNew Accounts ClerksIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesCommercial BankingMerrill Wealth Management, a Bank of America subsidiary, seeks a on-site Client Associate in Florida to support Financial Advisors and serve clients with tailored banking and investment solutions. Key responsibilities include delivering proactive service, coordinating client materials, and collaborating with teams to deepen relationships while maintaining compliance and a client-first mindset in a fast-paced environment.
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Level
MidL4
Location
Coral Gables, FL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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