Wealth Management Client Advocate

Bank of America Corporation; Bloomfield Hills (MI); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America Corporation is seeking a Wealth Management Client Associate to provide dedicated client service support to multiple Financial Advisors, ensuring timely, accurate client materials and proactive issue resolution. The role emphasizes client-centric service and adherence to bank policies while strengthening relationships and promoting bank offerings.

The position requires adaptability to new platforms, teamwork, and strong communication skills to deliver exceptional client

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Demonstrates a 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 the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills

Account Management

Client Management

Customer 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 Corporation is seeking a Wealth Management Client Associate to provide dedicated client service support to multiple Financial Advisors, ensuring timely, accurate client materials and proactive issue resolution. The role emphasizes client-centric service and adherence to bank policies while strengthening relationships and promoting bank offerings.

The position requires adaptability to new platforms, teamwork, and strong communication skills to deliver exceptional client