Wealth Management Client Advocate

Bank Of America; Columbia (AL); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank Of America, Merrill Wealth Management, seeks a client service professional to support Financial Advisors by delivering education on bank services and managing client interactions. The role emphasizes accuracy, risk awareness, and proactive relationship development.

Ideal candidates will collaborate with advisors, adapt to changing priorities, and maintain a client-first approach while upholding bank policies and procedures.

Qualifications

• Required: client-centric mindset, self-starter with strong work ethic, ability to learn and adapt to technology platforms.
• Desired: FINRA SIE/Series 7 and/or Series 66; experience with investment products; client-facing track record; detail-oriented; strong judgment and discretion.
• Strong communication skills and proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.

Responsibilities

• Provide excellent client service to clients through education on bank services and offerings.
• Ensure timeliness and accuracy in client materials; follow up on requests from clients and Financial Advisors.
• Align practices with bank policies to support risk management and operational excellence.
• Grow client relationships by promoting bank offerings and integrating services into client needs.
• Support day-to-day team activities and cover roles during absences 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

Job description

Bank Of America, Merrill Wealth Management, seeks a client service professional to support Financial Advisors by delivering education on bank services and managing client interactions. The role emphasizes accuracy, risk awareness, and proactive relationship development.

Ideal candidates will collaborate with advisors, adapt to changing priorities, and maintain a client-first approach while upholding bank policies and procedures.