Wealth Management Client Advocate

Bank of America; Columbus (OH); On-site; USD 45,000 - 60,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Services role to support Financial Advisors in delivering tailored wealth management guidance. The position emphasizes client-centric service, collaboration, and a commitment to compliance and operational excellence.

The successful candidate will handle client inquiries, educate clients about banking and investment offerings, and help deepen relationships while working onsite in the United States.

Qualifications

• Is an 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.
• Currently holds or is pursuing FINRA SIE, Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66).
• Possesses industry knowledge and an understanding of investment products.
• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Is comfortable operating in a fast-paced environment with changing and evolving responsibilities.
• Is detail oriented.
• Demonstrates a commitment to continuous learning and professional growth.
• Exhibits sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.

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

Client Service

Relationship Building

Oral Communications

Written Communications

Attention to Detail

Problem Solving

Time Management

Education

High School Diploma

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Services role to support Financial Advisors in delivering tailored wealth management guidance. The position emphasizes client-centric service, collaboration, and a commitment to compliance and operational excellence.

The successful candidate will handle client inquiries, educate clients about banking and investment offerings, and help deepen relationships while working onsite in the United States.