Wealth Management Client Advocate

Bank of America Corporation; Lake Oswego (OR); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management unit is seeking a Client Service professional to support Financial Advisors and service multiple clients. You will focus on aligning client needs with banking services, maintaining accurate materials, and deepening client relationships while staying compliant with policies.

The role emphasizes a client-first mindset, adaptability to technology, and teamwork in a fast-paced environment.

Qualifications

• High School Diploma or GED or equivalent.
• Maintains client-focused mindset and strong work ethic.
• Ability to learn and adapt to new technology platforms.

Responsibilities

• Provides excellent client service by educating clients on the bank's services.
• Ensures timeliness, accuracy, and completeness in client materials.
• Aligns practices with the bank's policies to support operational excellence and risk management.
• Identifies and deepens client relationships while communicating outputs to the FA.
• 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Corporation's Merrill Wealth Management unit is seeking a Client Service professional to support Financial Advisors and service multiple clients. You will focus on aligning client needs with banking services, maintaining accurate materials, and deepening client relationships while staying compliant with policies.

The role emphasizes a client-first mindset, adaptability to technology, and teamwork in a fast-paced environment.