135674085 merrill lynch pierce fenner smithCoral Gables, FL
Wealth Management Client Advocate
Wealth Management Client Advocate
Wealth Management Client Advocate
135674085 merrill lynch pierce fenner smithCoral Gables, FL
yesterday
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsNew Accounts Clerks
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesCommercial Banking
Apply for this role (opens in a new tab)Merrill 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.
Also on the board Same function, level within a rung
Level
Mid
Location
Coral Gables, FL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday