Wealth Management Client Advocate

Bank of America; Columbia (SC); On-site; USD 45,000 - 70,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, addressing client needs, coordinating service delivery, and upholding firm standards.

You will nurture client relationships, manage requests, and collaborate with the FA team in a fast-paced office, with opportunities for growth in wealth management and client experience.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Client-centric mindset, always acting in the best interest of the client.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to the bank's clients through educating them on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials; follows up on requests.
• Ensures practices align with bank policies to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships by promoting bank offerings.
• Supports day-to-day team activities and covers roles during absences or peaks 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 is seeking a client service professional to support multiple Financial Advisors, addressing client needs, coordinating service delivery, and upholding firm standards.

You will nurture client relationships, manage requests, and collaborate with the FA team in a fast-paced office, with opportunities for growth in wealth management and client experience.