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Wealth Management Client Advocate

Job in Lexington, Fayette County, Kentucky, 40598, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-20
Job specializations:
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A major financial institution is seeking a Client Service Support representative to assist multiple Financial Advisors. The role includes providing exceptional client service, ensuring the accuracy of materials, and deepening client relationships through effective communication. Ideal candidates will possess strong account management skills and a high school diploma. The position requires a commitment to operational excellence and collaboration within the team.
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