Bank of America’s Merrill Wealth Management team is seeking a client service oriented professional to support Financial Advisors and clients in Fairfield, CT. You will handle client inquiries, coordinate materials, and help deliver personalized banking and investment solutions.
This role emphasizes a client-first mindset, collaboration with FA teams, and adherence to bank policies. Strong computer skills including Word, Excel, PowerPoint, and Salesforce are valuable, and FINRA SIE/Series
#J-18808-Ljbffr
Wealth Management Client Advocate in Fairfield employer: Bank of America
At Bank of America, we pride ourselves on being an exceptional employer, offering a culture of inclusivity and support that empowers our employees to thrive. With a strong focus on career development, competitive benefits, and a collaborative in-office environment, we ensure that every team member has the resources to succeed and make a meaningful impact in the financial sector. Join us in a role where your contributions are valued, and your growth is nurtured in a dynamic and rewarding workplace.
