Wealth Management Client Advisor — In-Office with Growth

Bank of America; Washington; On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive plan

Industry-leading benefits

Paid time off

Job summary

Bank of America’s Merrill Wealth Management team seeks a client service professional to support multiple Financial Advisors, delivering tailored banking and investment solutions. You will act as a primary contact, ensuring timely, accurate materials and proactive client advocacy while upholding enterprise standards.

The role emphasizes collaboration, continuous learning, and a client-first mindset. The position involves assisting with strategic objectives, contributing to operational excellence,

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Client-centric mindset; act in clients' best interest.
• Ability to learn and adapt to new information and platforms.

Responsibilities

• Provides excellent client service educating clients on bank services.
• Ensures timely, accurate client materials and follows up on requests.
• Ensures practices align with bank policies to support risk management.
• Identifies and deepens client relationships and communicates outputs to FA.
• Supports day-to-day team activities and backfills roles as needed.

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

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management team seeks a client service professional to support multiple Financial Advisors, delivering tailored banking and investment solutions. You will act as a primary contact, ensuring timely, accurate materials and proactive client advocacy while upholding enterprise standards.

The role emphasizes collaboration, continuous learning, and a client-first mindset. The position involves assisting with strategic objectives, contributing to operational excellence,