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Private Wealth Client Advocate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-01
Listing for:
Bank of America
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
A leading financial services provider in New York seeks a Financial Advisor Client Associate to deliver exceptional client service and support Financial Advisors. This role demands a client-centric mindset and proficiency in industry-specific licenses and tools like Salesforce. Key tasks include managing client relationships, ensuring service quality, and aligning with operational policies. Candidates must be motivated self-starters with strong communication skills.
Competitive compensation with discretionary incentives and comprehensive benefits provided.
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