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Wealth Management Client Services Specialist

Job in Ponte Vedra Beach, St. Johns County, Florida, 32082, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-09
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Job Description & How to Apply Below
A leading financial institution in Ponte Vedra Beach is seeking a Client Service Associate to support Financial Advisors. This role involves educating clients about services and resolving their requests. Ideal candidates should demonstrate strong client management skills, a high school educational background, and proficiency in Microsoft applications. The position requires a focus on client relationships and operational excellence, along with maintaining professionalism and discretion.
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