Wealth Management Client Advisor

Bank of America; Egg Harbor Township (NJ); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a client service professional to support Financial Advisors, educate clients on banking offerings, and ensure timely, accurate client materials. You will help deepen client relationships, align with policies, and backfill coverage as needed in a fast-paced, client-centric team environment.

This role emphasizes collaboration within Merrill Wealth Management, a beaming culture that values transparency and dedicated service, with opportunities for

Qualifications

• Education at least a high school diploma or equivalent.
• Strong communication and organizational skills required.
• Experience in client service is preferred.

Responsibilities

• Provides excellent client service to the bank's clients by educating them on the bank's services and offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with the bank's policies to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships, promoting banking solutions to clients and coordinating with FAs.
• Supports day-to-day team activities, covering roles during absences or seasonal needs while maintaining a client-first approach.

Skills

Account Management

Client Management

Customer 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 seeks a client service professional to support Financial Advisors, educate clients on banking offerings, and ensure timely, accurate client materials. You will help deepen client relationships, align with policies, and backfill coverage as needed in a fast-paced, client-centric team environment.

This role emphasizes collaboration within Merrill Wealth Management, a beaming culture that values transparency and dedicated service, with opportunities for