Wealth Management Client Advocate

Bank of America; Lubbock (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America, Merrill Wealth Management, seeks a dynamic Client Service Associate to support Financial Advisors by delivering exceptional client service and educating clients on the bank's broad range of services. The role emphasizes timely, accurate materials and proactive follow-ups with both clients and FAs.

The position requires a client-centric mindset, strong communication, and comfort with learning new technology platforms, with on-site work as needed per policy.

Qualifications

• Proactive client service and education on bank offerings.
• Strong attention to detail and accuracy in materials.

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 (FA) requests
• Aligns practices with bank policies to support operational excellence, protect clients, and manage risk
• Identifies and deepens client relationships by highlighting bank offerings and coordinating with FAs
• Supports daily team activities, covers roles during absences, maintaining 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, Merrill Wealth Management, seeks a dynamic Client Service Associate to support Financial Advisors by delivering exceptional client service and educating clients on the bank's broad range of services. The role emphasizes timely, accurate materials and proactive follow-ups with both clients and FAs.

The position requires a client-centric mindset, strong communication, and comfort with learning new technology platforms, with on-site work as needed per policy.