Wealth Management Client Advisor

Bank of America Corporation; Bridgeport (CT); On-site; USD 60,000 - 75,000; Full time

Job summary

Bank of America Corporation seeks a Client Services role within Merrill Wealth Management to support Financial Advisors and their clients. You will educate clients on banking offerings, process requests accurately, and uphold policy standards to protect clients and the bank.

The position emphasizes client-centric service, teamwork, and adaptability in a fast-paced environment with opportunities for growth within a large financial institution.

Qualifications

• Customer-focused, self-motivated, and results-driven.
• Ability to learn and adapt to new information and technology platforms.
• Enthusiastic, highly motivated self-starter with strong work ethic.

Responsibilities

• Provide client service support to multiple Financial Advisors (FAs).
• Educate clients on bank services and offerings; address service requests promptly.
• Ensure materials are accurate and follow bank policies to manage risk.
• Deepen client relationships by promoting banking solutions to FAs' clients.
• Cover team roles during absences or peak periods with a client-first mindset.

Skills

Client Management

Account Management

Relationship Building

Sales & Service

Communication

Problem Solving

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Corporation seeks a Client Services role within Merrill Wealth Management to support Financial Advisors and their clients. You will educate clients on banking offerings, process requests accurately, and uphold policy standards to protect clients and the bank.

The position emphasizes client-centric service, teamwork, and adaptability in a fast-paced environment with opportunities for growth within a large financial institution.