Wealth Management Client Advocate

Bank of America; Greenwich (CT); On-site; USD 55,000 - 70,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a dedicated client service professional to support Financial Advisors and their clients from its Greenwich, CT team. The role focuses on delivering timely, accurate client materials while promoting bank offerings and maintaining strict risk controls.

The position emphasizes a client-first mindset, strong communication, and collaboration with advisory teams to ensure exceptional client experiences.

Qualifications

• Demonstrates a client-centric mindset and a strong work ethic.
• Ability to learn new information and technology platforms.
• Experience delivering excellent client experiences in a banking/wealth setting.

Responsibilities

• Provide client service support to Financial Advisors and their clients.
• Maintain timely and accurate client materials and respond to requests.
• Protect clients and adhere to bank policies to support risk management.
• Identify and deepen client relationships and promote bank offerings.
• Support day-to-day team activities and cover roles as needed 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

Tools

Salesforce

Microsoft Office

Job description

Bank of America Merrill Wealth Management seeks a dedicated client service professional to support Financial Advisors and their clients from its Greenwich, CT team. The role focuses on delivering timely, accurate client materials while promoting bank offerings and maintaining strict risk controls.

The position emphasizes a client-first mindset, strong communication, and collaboration with advisory teams to ensure exceptional client experiences.