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Wealth Management Client Advocate
Job in
Rancho Santa Fe, San Diego County, California, 92067, USA
Listed on 2026-06-26
Listing for:
Bank of America
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Bank of America is seeking a Client Service Associate in Rancho Santa Fe, California, to provide essential support to multiple Financial Advisors. This role focuses on delivering exceptional client service and maintaining operational excellence, acting as a primary point of contact for client needs.
The ideal candidate will possess a client-centric mindset and strong work ethic, emphasizing education and support for clients throughout their banking journey.
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