Wealth Management Client Advisor

Bank of America; Boca Raton (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America's Merrill Wealth Management is seeking a client services professional to support multiple Financial Advisors by delivering exceptional service and tailored banking solutions. You will help manage client inquiries, coordinate materials, and uphold risk and policy standards within an in-office, collaborative team.

Ideal candidates are proactive, detail-oriented, and customer-focused, with solid communication skills and familiarity with MS Office and CRM tools.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset, acting in the best interest of clients.
• Ability to learn and adapt to new information and technology platforms.
• Desirable: FINRA SIE, Series 7 or Series 66; investment product knowledge.
• Experience with handling client needs and delivering complex solutions.

Responsibilities

• Provide excellent client service to bank clients and educate them on offerings.
• Ensure timeliness, accuracy, and completeness in client materials; follow up on requests.
• Align practices with bank policies to support risk management and operational excellence.
• Identify and deepen client relationships; communicate outputs to Financial Advisors.
• Support day-to-day team activities and cover 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

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's Merrill Wealth Management is seeking a client services professional to support multiple Financial Advisors by delivering exceptional service and tailored banking solutions. You will help manage client inquiries, coordinate materials, and uphold risk and policy standards within an in-office, collaborative team.

Ideal candidates are proactive, detail-oriented, and customer-focused, with solid communication skills and familiarity with MS Office and CRM tools.