Wealth Management Client Advocate

Bank of America; Baton Rouge (LA); On-site; USD 40,000 - 65,000; Full time

Job summary

Bank of America in the United States is seeking a client service specialist to support multiple Financial Advisors by educating clients on banking offerings and ensuring timely, accurate materials. You will help manage risk and uphold bank policies while expanding client relationships and collaborating with advisory teams.

The role emphasizes a client-first mindset, adaptability to new technology, and proactive problem-solving in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Strong client service mindset and ability to learn new platforms.
• Detail-oriented with solid communication skills.

Responsibilities

• Provides excellent client service to educate clients on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Maintains alignment with policies to support risk management and operational excellence.
• Identifies and deepens client relationships while communicating outputs to the Financial Advisor.

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 in the United States is seeking a client service specialist to support multiple Financial Advisors by educating clients on banking offerings and ensuring timely, accurate materials. You will help manage risk and uphold bank policies while expanding client relationships and collaborating with advisory teams.

The role emphasizes a client-first mindset, adaptability to new technology, and proactive problem-solving in a fast-paced environment.