Wealth Management Client Advocate

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

Job summary

Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors and clients with banking and investment services. You will address service requests, ensure accuracy in client materials, and help maintain risk controls while delivering a superior client experience.

You will collaborate across the FA team, cover routine activities, and foster a client-first mindset in a fast-paced environment, leveraging MS Office and Salesforce.

Qualifications

• Energetic, self-starter with strong work ethic and results focus.
• Client-centric mindset, always acting in the client's best interest.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients by educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports adherence to bank policies to protect clients and manage risk.
• Identifies and deepens client relationships by promoting banking offerings.
• Covering roles during absence or peak times with a client-first mindset.

Skills

Self-starter

Client-centric mindset

Tech adaptability

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors and clients with banking and investment services. You will address service requests, ensure accuracy in client materials, and help maintain risk controls while delivering a superior client experience.

You will collaborate across the FA team, cover routine activities, and foster a client-first mindset in a fast-paced environment, leveraging MS Office and Salesforce.