Wealth Management Client Advocate

Bank of America; Carlsbad (CA); On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client service associate to support Financial Advisors, ensuring timely client materials and responsive service. The role emphasizes risk awareness, policy alignment, and proactive client relationship nurturing within a fast-paced banking environment.

You will educate clients on banking offerings, maintain accuracy in documentation, and assist in day-to-day team coverage while prioritizing a client-first approach to strengthen advisory

Qualifications

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

Written Communications

Oral Communications

Customer and Client Focus

Prioritization

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management is seeking a client service associate to support Financial Advisors, ensuring timely client materials and responsive service. The role emphasizes risk awareness, policy alignment, and proactive client relationship nurturing within a fast-paced banking environment.

You will educate clients on banking offerings, maintain accuracy in documentation, and assist in day-to-day team coverage while prioritizing a client-first approach to strengthen advisory