Wealth Management Client Advocate

Bank of America Corporation; Beaufort (SC); On-site; USD 42,000 - 56,000; Full time

Job summary

Merrill Wealth Management, a leading wealth management arm of Bank of America, seeks a Client Services role focused on supporting Financial Advisors and client relationships. You will educate clients on services, ensure timely materials, and help drive risk-conscious, client-first service within a dynamic team.

The position emphasizes cross-functional collaboration, attention to detail, and ongoing professional growth in a fast-paced banking environment.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic
• Client-centric mindset focused on client best interests
• Ability to learn and adapt to new information and technology platforms

Responsibilities

• Provides excellent Client Service to educate clients on the bank's offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests
• Supports operational excellence and risk management in line with bank policies
• Identifies and deepens client relationships by promoting banking solutions
• Covers team needs and leads with a client-first mindset during absences or peak times

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Merrill Wealth Management, a leading wealth management arm of Bank of America, seeks a Client Services role focused on supporting Financial Advisors and client relationships. You will educate clients on services, ensure timely materials, and help drive risk-conscious, client-first service within a dynamic team.

The position emphasizes cross-functional collaboration, attention to detail, and ongoing professional growth in a fast-paced banking environment.