Wealth Management Client Advisor

Bank of America; Hilton Head Island (SC); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and their clients with exceptional service and timely, accurate materials. You will educate clients on the bank's services while aligning with policies to protect client interests.

In this role, you will deepen client relationships, coordinate with the FA team, and cover team needs as required, maintaining a client-first mindset in a fast-paced environment.

Qualifications

• Employee will provide client service support to Financial Advisors and their clients.
• Must educate clients on bank services and offerings with accuracy and timeliness.
• Demonstrates ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to clients of the bank.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Supports alignment with policies and procedures to protect clients and manage risk.
• Identifies and deepens client relationships by promoting bank offerings to clients and FAs.
• Supports day-to-day team activities and covers roles during absences or seasonal needs 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and their clients with exceptional service and timely, accurate materials. You will educate clients on the bank's services while aligning with policies to protect client interests.

In this role, you will deepen client relationships, coordinate with the FA team, and cover team needs as required, maintaining a client-first mindset in a fast-paced environment.