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Wealth Management Client Advocate

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial institution is seeking a motivated candidate for a client service support role. The ideal candidate will provide support to Financial Advisors, ensuring excellent service and maintaining strong client relationships. Essential qualifications include industry certifications and advanced knowledge of investment products. This role emphasizes client advocacy and requires a client-centric mindset to navigate a fast-paced environment. The position is based in Miami, Florida, with a commitment to operational excellence and team collaboration.
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