Wealth Management Client Advocate

Bank of America; Garden City (KS); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management team seeks a Client Service Associate to support Financial Advisors and their clients. You will be the primary contact, delivering tailored banking solutions and ensuring precise, timely client materials while aligning with risk and policy standards.

In this role you’ll deepen relationships, educate clients on services, and collaborate day-to-day with the FA team to maintain high-quality service in a fast-paced environment.

Qualifications

• High school diploma or GED required.
• Familiarity with banking products and client services.
• Strong communication and organizational skills.

Responsibilities

• Provide excellent client service to Merrill clients and educate on banking offerings.
• Ensure timeliness and accuracy of client materials and requests.
• Support adherence to bank policies, risk management, and operating procedures.
• Identify and deepen client relationships by promoting banking products to FAs’ clients.
• Cover team activities during absences with a client-first mindset.

Skills

Client Management

Account Management

Pipeline Management

Oral Communications

Written Communications

Problem Solving

Salesforce

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management team seeks a Client Service Associate to support Financial Advisors and their clients. You will be the primary contact, delivering tailored banking solutions and ensuring precise, timely client materials while aligning with risk and policy standards.

In this role you’ll deepen relationships, educate clients on services, and collaborate day-to-day with the FA team to maintain high-quality service in a fast-paced environment.