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Wealth Management Client Advocate

Job in Montgomery, Montgomery County, Alabama, 36136, USA
Listing for: Bank of America
Full Time position
Listed on 2026-06-20
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Sales, Financial Consultant
  • Customer Service/HelpDesk
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 35000 - 55000 USD Yearly USD 35000.00 55000.00 YEAR
Job Description & How to Apply Below
A major financial institution is looking for a client service support professional to assist Financial Advisors in delivering exceptional client experiences. You will educate clients about banking offerings, ensure timely responses to requests, and maintain client relationships. Ideal candidates should have a strong client-centric mindset and a High School Diploma or equivalent. Opportunities for continuous learning and professional growth are present in this dynamic role located in Montgomery, Alabama.
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