Wealth Management Client Advocate

Bank of America Corporation; Florence (AL); Sur place; USD 42 000 - 58 000; Plein temps

Résumé du poste

Merrill Wealth Management in Florence, AL is seeking a client service professional to support multiple Financial Advisors and address client needs with a focus on accuracy and timely delivery. You will help deepen client relationships and promote Merrill's banking and investment offerings.

The role requires strong communication skills, a client-centric mindset, and comfort working in a fast-paced environment. On-site work and standard shift expectations apply.

Qualifications

• Strong client-centric mindset with results focus.
• Ability to learn new technology platforms.
• Experience in financial services is a plus.

Responsabilités

• Provide client service support to multiple Financial Advisors (FAs).
• Ensure timeliness, accuracy, and completeness in client materials and requests.
• Support enterprise strategic objectives and risk management while prioritizing a client-first approach.

Connaissances

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Salesforce

Microsoft Office

Problem Solving

Formation

High School Diploma / GED

Outils

Salesforce

Microsoft Word

Excel

PowerPoint

Description du poste

Merrill Wealth Management in Florence, AL is seeking a client service professional to support multiple Financial Advisors and address client needs with a focus on accuracy and timely delivery. You will help deepen client relationships and promote Merrill's banking and investment offerings.

The role requires strong communication skills, a client-centric mindset, and comfort working in a fast-paced environment. On-site work and standard shift expectations apply.