Wealth Management Client Advocate

Bank of America Corporation; Irvine (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America Corporation, Merrill Wealth Management, is seeking a client service professional in Irvine to support Financial Advisors and Wealth Management clients with service excellence and tailored banking solutions. The role emphasizes accurate materials, risk-aware practices, and proactive client advocacy within a fast-paced environment.

The successful candidate will engage with FAs to deliver superior outcomes.

Qualifications

• Strong client service mindset with ability to educate clients on bank services.
• Ability to adapt to policies, procedures, and evolving processes.
• Proven capacity to learn new information and technology platforms.

Responsibilities

• Provides excellent client service to the bank's clients by educating them on banking offerings.
• Ensures timely and accurate client materials; follows up on requests from clients and FAs.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships, promoting bank offerings through the FA.
• Supports day-to-day team activities, stepping up 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Corporation, Merrill Wealth Management, is seeking a client service professional in Irvine to support Financial Advisors and Wealth Management clients with service excellence and tailored banking solutions. The role emphasizes accurate materials, risk-aware practices, and proactive client advocacy within a fast-paced environment.

The successful candidate will engage with FAs to deliver superior outcomes.