Wealth Management Client Advocate

Bank of America; Lancaster (Lancaster County); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a Client Service professional to support multiple Financial Advisors, addressing service needs, and driving enterprise objectives with a client-first approach. You will be the primary contact for clients, coordinating service delivery within a fast-paced wealth management environment.

The role emphasizes client advocacy, collaboration with FAs, and adherence to bank policies to protect clients and ensure risk management.

Qualifications

• Enthusiastic, motivated self-starter with strong work ethic and results focus.
• Client-centric mindset; acts in best interest of client.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provide excellent client service to clients by educating them on the bank's services.
• Ensure timeliness, accuracy, and completeness in client materials; follow up on requests.
• Align practices with bank policies to support operational excellence and manage risk.
• Develop and maintain client relationships by promoting banking offerings and communicating outputs to Financial Advisor.
• Assist with day-to-day team activities and cover roles during absences or peak periods, while maintaining a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Administrative Services

Emotional Intelligence

Written Communications

Education

High School Diploma

Job description

Bank of America Merrill Wealth Management seeks a Client Service professional to support multiple Financial Advisors, addressing service needs, and driving enterprise objectives with a client-first approach. You will be the primary contact for clients, coordinating service delivery within a fast-paced wealth management environment.

The role emphasizes client advocacy, collaboration with FAs, and adherence to bank policies to protect clients and ensure risk management.