Wealth Management Client Advocate

Bank of America Corporation; Coral Gables (FL); On-site; USD 50,000 - 75,000; Full time

Job summary

Merrill Wealth Management, a Bank of America subsidiary, seeks a on-site Client Associate in Florida to support Financial Advisors and serve clients with tailored banking and investment solutions.

Key responsibilities include delivering proactive service, coordinating client materials, and collaborating with teams to deepen relationships while maintaining compliance and a client-first mindset in a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Proficiency with Microsoft Office (Word/Excel/PowerPoint) and CRM tools (Salesforce) desirable.
• Willingness to learn and obtain required financial licenses as applicable.

Responsibilities

• Provides excellent Client Service to Merrill Wealth Management clients through educating them on all bank offerings.
• Supports Financial Advisors by addressing service requests and following up on client needs.
• Ensures materials are accurate, complete, and compliant with bank policies and procedures.
• Identifies, deepens, and maintains client relationships by highlighting banking offerings in day-to-day interactions.
• Supports day-to-day team activities and covers roles during absences or seasonal needs, maintaining a client-first mindset.

Skills

Account Management

Client Management

Customer 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

Merrill Wealth Management, a Bank of America subsidiary, seeks a on-site Client Associate in Florida to support Financial Advisors and serve clients with tailored banking and investment solutions.

Key responsibilities include delivering proactive service, coordinating client materials, and collaborating with teams to deepen relationships while maintaining compliance and a client-first mindset in a fast-paced environment.