Wealth Management Client Advocate

Bank of America; Akron (OH); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America, through Merrill Wealth Management, is seeking an energized client service professional in Akron, OH to support Financial Advisors and client needs. You will educate clients on banking offerings, ensure accurate materials, and help deepen client relationships while maintaining the highest standards of service.

This role blends domestic banking expertise with wealth advisory support. The ideal candidate shows initiative, strong communication, and comfort working in a fast-paced,

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Ability to learn and adapt to new technology platforms.
• Detail-oriented with a focus on accuracy and client experience.

Responsibilities

• Provides excellent Client Service to educate clients on banking and wealth offerings.
• Ensures timeliness and accuracy in client materials and requests.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and demonstrates 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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America, through Merrill Wealth Management, is seeking an energized client service professional in Akron, OH to support Financial Advisors and client needs. You will educate clients on banking offerings, ensure accurate materials, and help deepen client relationships while maintaining the highest standards of service.

This role blends domestic banking expertise with wealth advisory support. The ideal candidate shows initiative, strong communication, and comfort working in a fast-paced,