Wealth Management Client Advisor

Bank of America Corporation; Grand Blanc (MI); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking a client service professional to support Financial Advisors and clients with service delivery, documentation, and relationship management. The role emphasizes accuracy, timeliness, and a client-first approach in a fast-paced banking environment.

The position requires professional communication, basic tech skills (Word, Excel, Salesforce) and a high school credential. 37.5 hours/week, 1st shift in the United States.

Qualifications

• Requires high school diploma or equivalent.
• Demonstrates strong client-centric mindset and learning agility.
• Proficient with MS Word, Excel, PowerPoint and Salesforce.

Responsibilities

• Provides excellent client service to clients and Financial Advisors (FAs).
• Ensures timely, accurate client materials and follows up on requests.
• Supports alignment with bank policies to manage risk and operational excellence.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Supports team activities and covers roles during absences or peak times.

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

Job description

Bank of America Corporation's Merrill Wealth Management is seeking a client service professional to support Financial Advisors and clients with service delivery, documentation, and relationship management. The role emphasizes accuracy, timeliness, and a client-first approach in a fast-paced banking environment.

The position requires professional communication, basic tech skills (Word, Excel, Salesforce) and a high school credential. 37.5 hours/week, 1st shift in the United States.