Wealth Management Client Advocate

Bank of America; Bethesda (MD); On-site; USD 52,000 - 78,000; Full time

Job summary

Bank of America’s Merrill Wealth Management unit seeks a client-service professional to support Financial Advisors, educate clients on the bank’s offerings, and help manage client materials with accuracy. You’ll work in-office with attendance requirements and adapt to evolving responsibilities within a fast-paced environment.

The role emphasizes client focus, strong communication, and the ability to learn new platforms while supporting enterprise objectives and risk controls.

Qualifications

• Strong client-centric mindset with results focus.
• Ability to learn and adapt to new platforms.

Responsibilities

• Provide excellent client service to Merrill clients and educate on bank offerings.
• Ensure timeliness and accuracy in client materials and requests.
• Align practices with policies to support risk management.
• Deepen client relationships and promote banking offerings to clients.
• Cover team needs and maintain 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

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management unit seeks a client-service professional to support Financial Advisors, educate clients on the bank’s offerings, and help manage client materials with accuracy. You’ll work in-office with attendance requirements and adapt to evolving responsibilities within a fast-paced environment.

The role emphasizes client focus, strong communication, and the ability to learn new platforms while supporting enterprise objectives and risk controls.