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Wealth Management Client Experience Specialist

Job in Pensacola, Escambia County, Florida, 32573, USA
Listing for: Bank of America
Full Time position
Listed on 2026-05-18
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below
A prominent financial institution is seeking a motivated client service representative to support Financial Advisors in Pensacola, Florida. The role involves excellent client service, knowledge of investment products, and collaboration with various teams. Ideal candidates should hold relevant FINRA licenses and have experience managing client relationships while ensuring compliance with bank policies. This position offers an opportunity for professional growth with a commitment to client advocacy.
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