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Wealth Management Client Advocate

  • Job type Posted on: Jul 01, 2026
  • Experience level Bank of America
  • Employment type Ponte Vedra Beach, Florida
  • Employment type Onsite
  • Salary Full-time

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Job Title :

Wealth Management Client Advocate

Job Type :

Full-time

Job Location :

Ponte Vedra Beach Florida United States

Remote :

No

Jobcon Logo Job Description :

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. #J-18808-Ljbffr

Jobcon Logo Position Details

Posted:

Jul 01, 2026

Reference Number:

14660_CAF4566FC2300B2EAE3CBEBC3F646472

Employment:

Full-time

Salary:

Not Available

City:

Ponte Vedra Beach

Job Origin:

APPCAST_CPC

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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. #J-18808-Ljbffr

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