Wealth Management Client Advocate

Bank of America; Findlay (OH); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a Client Service Associate to support multiple Financial Advisors. You’ll act as the primary contact for clients, educate them on services, and ensure timely, accurate materials while maintaining risk controls.

The role emphasizes client focus, adaptability to new platforms, and teamwork in a fast-paced, in-office environment with a 37.5-hour week.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• High School Diploma or equivalent is required.

Responsibilities

• Provides excellent Client Service to the bank’s clients through educating them on all service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests.
• Assists with aligning practices with bank policies to support operational excellence and risk management.
• Identifies and maintains client relationships while communicating outputs to the FA.
• Supports day-to-day team activities including coverage during absences or seasonal needs.

Skills

Self-starter

Client-centric

Adapt to technology

Education

High School Diploma

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team seeks a Client Service Associate to support multiple Financial Advisors. You’ll act as the primary contact for clients, educate them on services, and ensure timely, accurate materials while maintaining risk controls.

The role emphasizes client focus, adaptability to new platforms, and teamwork in a fast-paced, in-office environment with a 37.5-hour week.