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Wealth Management Client Associate: Client Advocate

Job in Wilmington, New Castle County, Delaware, 19894, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a proactive Client Service Associate to provide support to Financial Advisors and enhance client relationships. The ideal candidate will have a strong client-centric focus, excellent communication skills, and proficiency in relevant software tools. This position offers a collaborative work environment with responsibilities that include ensuring client satisfaction and supporting team operations. A high school diploma is required, and industry-related certifications are advantageous.
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Position Requirements
10+ Years work experience
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