Wealth Management Client Advocate

Bank of America Corporation; Boulder (CO); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America Corporation, through Merrill Wealth Management, seeks a client service professional to support Financial Advisors and Wealth Management Client Associates. You will help deliver personalized service, address client needs, and advocate for their goals within the FA's workflow.

The role emphasizes in-office collaboration, adherence to policy, and flexible, role-specific responsibilities while delivering a high level of client experience and financial guidance to individuals and

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Client-centric mindset; always acting in the best interest of the client
• Ability 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

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma or GED

Tools

Salesforce

Microsoft Office

Job description

Bank of America Corporation, through Merrill Wealth Management, seeks a client service professional to support Financial Advisors and Wealth Management Client Associates. You will help deliver personalized service, address client needs, and advocate for their goals within the FA's workflow.

The role emphasizes in-office collaboration, adherence to policy, and flexible, role-specific responsibilities while delivering a high level of client experience and financial guidance to individuals and