Wealth Advisory Support Specialist

Bank of America; Oakland (CA); On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client service associate to support Financial Advisors, delivering proactive client advocacy, and coordinating between clients and advisors to ensure service excellence.

The role emphasizes in-office collaboration, training, and adherence to firm policies, with responsibilities spanning client education, materials accuracy, and risk mitigation. Strong communication and organizational skills are essential.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management is seeking a client service associate to support Financial Advisors, delivering proactive client advocacy, and coordinating between clients and advisors to ensure service excellence.

The role emphasizes in-office collaboration, training, and adherence to firm policies, with responsibilities spanning client education, materials accuracy, and risk mitigation. Strong communication and organizational skills are essential.