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Wealth Management Client Advocate
Job in
Lexington, Rockbridge County, Virginia, 24450, USA
Listed on 2026-06-18
Listing for:
Bank of America
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Banking & Finance, Bank Customer Service -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
Bank of America in Lexington, Virginia, is looking for a dedicated client service professional to support Financial Advisors at Merrill Wealth Management. This role focuses on providing excellent client service, managing client expectations, and ensuring adherence to banking policies.
Candidates should have a strong work ethic, be client-focused, and possess problem-solving abilities. Preferred qualifications include relevant industry knowledge and proficiency in key software applications. A High School Diploma or equivalent is required.
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