Wealth Management Client Advocate

Bank of America; Bridgewater (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management unit seeks a client service support professional to assist Financial Advisors by addressing service needs, facilitating enterprise objectives, and delivering tailored banking solutions. You will be the main point of contact for clients, ensuring accuracy and timely materials while managing risk and fostering trust.

The role emphasizes a client-first mindset, collaboration, and versatility in a fast-paced environment with opportunities for growth within

Qualifications

• Enthusiastic, self-starter with strong work ethic and results orientation.
• Client-centric mindset, acts in the client's best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service by educating clients on bank services.
• Ensures timely, accurate client materials and follows up on requests.
• Ensures practices align with bank policies to support risk management.
• Identifies and maintains client relationships, promoting banking solutions.
• Supports day-to-day team activities, covering roles as needed with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Salesforce

Microsoft Office

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management unit seeks a client service support professional to assist Financial Advisors by addressing service needs, facilitating enterprise objectives, and delivering tailored banking solutions. You will be the main point of contact for clients, ensuring accuracy and timely materials while managing risk and fostering trust.

The role emphasizes a client-first mindset, collaboration, and versatility in a fast-paced environment with opportunities for growth within