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Wealth Management Client Advocate
Job in
Garden City, Ada County, Idaho, 83714, USA
Listed on 2026-07-10
Listing for:
Bank of America
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Bank of America in Garden City, NY, is seeking a client service professional to support multiple Financial Advisors by educating clients on the bank's services and offerings. You will ensure timely, accurate materials and follow up on FA requests.
Responsibilities include maintaining client relationships, aligning practices with bank policies for risk management, and supporting daily team operations with a client-first approach. Strong communication and learning agility are essential.
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