Wealth Management Client Advocate Fairfield

Wealth Management Client Advocate Fairfield

17 Oct
|
Bank Of America
|
Fairfield

17 Oct

Bank Of America

Fairfield

Bank of America’s Merrill Wealth Management team is seeking a client service oriented skilled 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. Solid computer skills including Word, Excel, PowerPoint, and Salesforce are valuable, and FINRA SIE/Series
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📌 Wealth Management Client Advocate Fairfield
🏢 Bank Of America
📍 Fairfield

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