Wealth Management Client Advocate

Bank of America; California; On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America, Merrill Wealth Management in Santa Barbara, CA, seeks a client service professional to support multiple Financial Advisors by addressing service needs, educating clients on banking offerings, and ensuring timely, accurate materials.

The role emphasizes a client-first mindset, collaboration, and ongoing learning in a fast-paced wealth management environment. On-site expectations apply with flexible role-specific arrangements.

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 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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America, Merrill Wealth Management in Santa Barbara, CA, seeks a client service professional to support multiple Financial Advisors by addressing service needs, educating clients on banking offerings, and ensuring timely, accurate materials.

The role emphasizes a client-first mindset, collaboration, and ongoing learning in a fast-paced wealth management environment. On-site expectations apply with flexible role-specific arrangements.