Wealth Management Client Advocate Sydney

Wealth Management Client Advocate Sydney

21 Oct
|
Bank Of America
|
Sydney

21 Oct

Bank Of America

Sydney

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.
Robust computer skills including Word, Excel, PowerPoint, and Salesforce are valuable, and FINRA SIE/Series
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📌 Wealth Management Client Advocate Sydney
🏢 Bank Of America
📍 Sydney

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