Wealth Management Client Advocate

Bank of America; Anniston (AL); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a Client Services Associate to support Financial Advisors and Client Associates in delivering tailored wealth management solutions. You will act as the primary client contact, educate clients on services, and coordinate with advisors to ensure the highest level of service and accuracy in client materials.

The role emphasizes collaboration, adherence to policies, and the ability to adapt to evolving responsibilities within a fast-paced wealth

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the client's best interests.
• Able to learn and adapt to new information and technology platforms.
• SIE/Series 7/Series 66 in progress or held (63/65 accepted in lieu).
• Industry knowledge of investment products and ability to deliver client solutions.
• Experience with fast-paced environments and changing responsibilities.
• Detail oriented with strong judgment and discretion.
• Proficient in Microsoft Office and Salesforce; strong communication skills.

Responsibilities

• Provides excellent client service by educating clients on the bank's service and banking offerings.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Ensures alignment with bank policies and procedures to support operational excellence and risk management.
• Identifies and deepens client relationships and communicates outputs to Financial Advisors.
• Supports day-to-day team activities and coverage during absences, 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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management seeks a Client Services Associate to support Financial Advisors and Client Associates in delivering tailored wealth management solutions. You will act as the primary client contact, educate clients on services, and coordinate with advisors to ensure the highest level of service and accuracy in client materials.

The role emphasizes collaboration, adherence to policies, and the ability to adapt to evolving responsibilities within a fast-paced wealth