Wealth Management Client Advisor

Bank of America; Tyler (TX); On-site; USD 48,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team is seeking a client service professional to support multiple Financial Advisors by delivering proactive service and tailored banking solutions. You will be the go-to contact for clients, ensuring accurate materials and timely responses while upholding risk and policy standards.

The role emphasizes client-centric service, cross-functional collaboration, and ongoing learning in a fast-paced environment, with opportunities to grow within wealth

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, acts in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to bank clients by educating them on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies and deepens client relationships, promoting banking solutions to clients and advising the FA.
• Assists in day-to-day team activities, covering roles during absences while maintaining 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 / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management team is seeking a client service professional to support multiple Financial Advisors by delivering proactive service and tailored banking solutions. You will be the go-to contact for clients, ensuring accurate materials and timely responses while upholding risk and policy standards.

The role emphasizes client-centric service, cross-functional collaboration, and ongoing learning in a fast-paced environment, with opportunities to grow within wealth