Wealth Management Client Advisor

Bank of America; Saint Petersburg (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team is seeking a client service professional to support multiple Financial Advisors. You will educate clients on services, ensure accurate materials, and help manage risks while strengthening client relationships.

Ideal candidates demonstrate a client-centric mindset, strong communication skills, and comfort using Salesforce, Word, Excel, and PowerPoint in a fast-paced environment.

Qualifications

• Enthusiastic, self-motivated with strong work ethic and results orientation.
• Client-centric mindset, acts in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to Merrill clients, educating them on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Ensures practices align with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships, communicating outputs to the FA.
• Supports day-to-day team activities and steps in during absences or seasonal needs with a client-first mindset.

Skills

Client Management

Account Management

Oral Communications

Written Communications

Customer and Client Focus

Issue Management

Administrative Services

Business Development

Emotional Intelligence

Referral Identification

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team is seeking a client service professional to support multiple Financial Advisors. You will educate clients on services, ensure accurate materials, and help manage risks while strengthening client relationships.

Ideal candidates demonstrate a client-centric mindset, strong communication skills, and comfort using Salesforce, Word, Excel, and PowerPoint in a fast-paced environment.