Wealth Management Client Advocate
Job in
Ponte Vedra Beach, St. Johns County, Florida, 32082, USA
Listed on 2026-06-27
Listing for:
Bank of America
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Services, Bank Customer Service
Job Description & How to Apply Below
Bank of America is seeking a client service support professional in Ponte Vedra Beach, Florida. This role involves delivering exceptional service to clients and supporting Financial Advisors in a wealth management context.
Key responsibilities include educating clients on banking services and ensuring their needs are met promptly and accurately. Ideal candidates are self-motivated, detail-oriented, and possess strong communication skills. A High School diploma is required, with further qualifications such as FINRA certifications being advantageous.
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