Wealth Management Client Advocate

Bank of America; Bloomfield Hills (MI); On-site; USD 52,000 - 78,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors and address client needs across wealth management services. You will educate clients on the bank's offerings, ensure timely materials, and help deepen client relationships while maintaining compliance.

The role emphasizes a client-first mindset, adaptability to a fast-paced environment, and strong communication skills.

Qualifications

• Proven ability to manage client relationships and drive service outcomes.
• Strong understanding of investment products and wealth management concepts.
• Demonstrates a client-centric mindset with focus on results and compliance.
• Able to learn and adapt to new information and technology platforms.
• Proficient in documenting interactions and maintaining accurate client records.

Responsibilities

• Provides excellent client service to Merrill Wealth Management clients and supports Financial Advisors.
• Manages timely and accurate client materials, and follows up on FA requests.
• Aligns practices with bank policies to support risk management and operational excellence.
• Identifies and deepens client relationships by promoting bank offerings and solutions.
• Supports team activities and covers roles during absences or peak periods with 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

Microsoft PowerPoint

Job description

Bank of America Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors and address client needs across wealth management services. You will educate clients on the bank's offerings, ensure timely materials, and help deepen client relationships while maintaining compliance.

The role emphasizes a client-first mindset, adaptability to a fast-paced environment, and strong communication skills.