Wealth Management Client Advocate

Bank of America; Frisco (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a client services professional to support Financial Advisors and manage client relationships. You will educate clients on offerings, ensure timely materials, and uphold policies for risk management.

The role emphasizes a client-centric approach, ability to work in a fast-paced bank environment, and proficiency with core office tools and Salesforce. Office attendance is expected.

Qualifications

• FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66) licenses required or to be obtained within a set timeframe.
• Strong knowledge of investment products and a client-centric mindset.
• Ability to learn and adapt to new technology platforms.

Responsibilities

• Provides excellent Client Service to Merrill clients through educating them on the bank's offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports alignment with policies and procedures to ensure operational excellence and risk management.
• Identifies and deepens client relationships by promoting banking solutions within day-to-day activities.
• Supports day-to-day team activities and covers roles during absences 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

Job description

Bank of America’s Merrill Wealth Management division seeks a client services professional to support Financial Advisors and manage client relationships. You will educate clients on offerings, ensure timely materials, and uphold policies for risk management.

The role emphasizes a client-centric approach, ability to work in a fast-paced bank environment, and proficiency with core office tools and Salesforce. Office attendance is expected.