Wealth Management Client Associate: Client Advocate
Job in
Mill Valley, Marin County, California, 94942, USA
Listed on 2026-06-19
Listing for:
Bank of America
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Bank of America is seeking a Financial Client Service professional in Mill Valley, CA. This role supports Financial Advisors by providing client service, ensuring accuracy and timeliness in client-related tasks, and maintaining strong client relationships.
The ideal candidate holds FINRA licenses, has a strong client-focused mindset, and possesses excellent communication skills. Join a team that emphasizes operational excellence and client advocacy while adapting to new technologies in a fast-paced environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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