Wealth Management Client Advocate

Bank of America; Lexington (KY); On-site; USD 42,000 - 62,000; Full time

Job summary

Merrill Wealth Management, a premier wealth management unit of Bank of America, is seeking a Client Service Associate to support Financial Advisors. You will educate clients on banking offerings, ensure timely and accurate materials, and help manage risk while maintaining strong client relationships.

Role requires adaptability in a fast-paced environment and strong communication skills. You will work on a collaborative team supporting enterprise objectives and client advocacy, with an emphasis

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank’s clients through educating them on all of the bank’s service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
• Assists with ensuring practices are in alignment with the bank’s policies and procedures to support operational excellence, protect the bank’s clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank’s offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading 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

Written Communications

Education

High School Diploma or GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management, a premier wealth management unit of Bank of America, is seeking a Client Service Associate to support Financial Advisors. You will educate clients on banking offerings, ensure timely and accurate materials, and help manage risk while maintaining strong client relationships.

Role requires adaptability in a fast-paced environment and strong communication skills. You will work on a collaborative team supporting enterprise objectives and client advocacy, with an emphasis