Wealth Management Client Advocate

Bank of America; Irvine (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management unit in Irvine is seeking a client service‑oriented professional to support Financial Advisors and Wealth Management Clients. You will provide proactive service, educate clients on bank offerings, and help tailor solutions to individual needs.

The role emphasizes client advocacy, risk awareness, and collaboration across teams, with a focus on delivering an exceptional client experience and maintaining strong relationships.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Client-centric mindset, always acting in the client's best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients by educating them on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follow-ups.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies and deepens client relationships, promoting banking offerings with the FA.
• Supports day-to-day team activities and covers roles during absences with a client-first mindset.

Skills

Account Management

Client Management

Customer 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’s Merrill Wealth Management unit in Irvine is seeking a client service‑oriented professional to support Financial Advisors and Wealth Management Clients. You will provide proactive service, educate clients on bank offerings, and help tailor solutions to individual needs.

The role emphasizes client advocacy, risk awareness, and collaboration across teams, with a focus on delivering an exceptional client experience and maintaining strong relationships.