Wealth Management Client Advocate

Bank of America; Fairfield; On-site; AUD 49,000 - 87,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management team is seeking a client service oriented professional to support Financial Advisors and clients in Fairfield, CT. You will handle client inquiries, coordinate materials, and help deliver personalized banking and investment solutions.

This role emphasizes a client-first mindset, collaboration with FA teams, and adherence to bank policies. Strong computer skills including Word, Excel, PowerPoint, and Salesforce are valuable, and FINRA SIE/Series

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to clients through education on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships, communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences with a client-first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team is seeking a client service oriented professional to support Financial Advisors and clients in Fairfield, CT. You will handle client inquiries, coordinate materials, and help deliver personalized banking and investment solutions.

This role emphasizes a client-first mindset, collaboration with FA teams, and adherence to bank policies. Strong computer skills including Word, Excel, PowerPoint, and Salesforce are valuable, and FINRA SIE/Series