Wealth Management Client Advocate
Job in
Canfield, Mahoning County, Ohio, 44406, USA
Listed on 2026-07-22
Listing for:
Bank of America
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Bank of America in the United States seeks a client service professional to support Financial Advisors by educating clients on offerings and ensuring accurate, timely materials. This role strengthens client relationships and helps manage risk while upholding the bank's policies.
A strong client-centric approach and adaptability to new technology are essential. Responsibilities include educating clients, coordinating with FAs, and maintaining service excellence in a fast-paced environment.
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