Wealth Management Client Advisor

Bank of America; Sarasota (FL); On-site; USD 46,000 - 62,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a Client Service professional to provide top-tier client service to our advisories and clients. You will educate clients on the bank’s offerings, process requests, and help maintain strong relationships with Financial Advisors.

The role emphasizes adherence to policies, risk management, and a client-first mindset. You will collaborate with a team in an in-office culture that supports collaboration, with flexibility based on role needs and

Qualifications

• Demonstrates a client-centric mindset and focus on client needs.
• Willingness to learn and adapt to new platforms and tools.
• Experience supporting Financial Advisors or wealth management clients is a plus.

Responsibilities

• Provide excellent client service to Merrill clients and educate them on bank services.
• Ensure timeliness and accuracy in client materials; follow up on client and FA requests.
• Align practices with bank policies to support operational excellence and risk management.
• Identify and deepen client relationships, communicating outputs to the FA.
• Support day-to-day team activities and cover roles during absences or peak times.

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 or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team seeks a Client Service professional to provide top-tier client service to our advisories and clients. You will educate clients on the bank’s offerings, process requests, and help maintain strong relationships with Financial Advisors.

The role emphasizes adherence to policies, risk management, and a client-first mindset. You will collaborate with a team in an in-office culture that supports collaboration, with flexibility based on role needs and