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Wealth Management Client Advocate

Job in Upper Arlington, Franklin County, Ohio, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is looking for a dedicated Client Service Specialist in Upper Arlington, Ohio. This role focuses on providing exceptional support to Financial Advisors and clients, ensuring timely service and operational excellence. Ideal candidates will have relevant certifications and a strong client-centric attitude. The position offers competitive hourly pay between $26.50 and $42.00, with eligibility for annual incentives and benefits.

A high school diploma is required, with strong skills in tools like Salesforce and Microsoft Office.
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