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Wealth Client Associate: Client Services & Advisor Support

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Miami is seeking a Client Service Support professional. The role involves supporting Financial Advisors and providing excellent client service while ensuring compliance with bank policies. Ideal candidates should possess FINRA certifications and have strong client management skills. This position requires a High School Diploma, and proficiency in Microsoft Office applications is essential. Join a team that values client advocacy and operational excellence.
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Position Requirements
10+ Years work experience
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