Wealth Management Client Advisor

Bank of America; Traverse City (MI); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking a dedicated Client Service Specialist within Merrill Wealth Management in the United States. You will support Financial Advisors, deliver tailored client service, and promote seamless banking and investment solutions to clients.

The role emphasizes accuracy, risk awareness, and proactive relationship management in a fast-paced environment. A strong client focus and collaboration across teams are essential.

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Ability to learn and adapt to new information and technology platforms.
• Enthusiastic self-starter with a results focus.

Responsibilities

• Provides excellent client service to Merrill Wealth Management clients and supports Financial Advisors.
• Ensures timely, accurate client materials and follows up on requests.
• Assists with ensuring policy alignment, risk management, and seamless client experiences.
• Identifies deepening client relationships and communicates outputs to the FA.
• Supports day-to-day 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a dedicated Client Service Specialist within Merrill Wealth Management in the United States. You will support Financial Advisors, deliver tailored client service, and promote seamless banking and investment solutions to clients.

The role emphasizes accuracy, risk awareness, and proactive relationship management in a fast-paced environment. A strong client focus and collaboration across teams are essential.