Wealth Management Client Advocate

Bank of America; Lynchburg (VA); On-site; USD 71,635,000 - 126,078,000; Full time

Job summary

Bank of America is seeking a Merrill Wealth Management Client Associate to deliver outstanding service to clients and support Financial Advisors. The role emphasizes education on banking services, timely handling of requests, and risk-conscious actions.

You will help deepen client relationships and ensure seamless day-to-day operations within a fast-paced environment. Ideal candidates show a client-centric mindset, strong communication skills, and the ability to learn new platforms.

Qualifications

• Demonstrates a client-centric mindset and a strong work ethic.
• Experience handling client service requests and coordinating with Financial Advisors (FAs).
• Knowledge of investment products and FINRA requirements is a plus.

Responsibilities

• Provides exceptional client service to Bank of America clients, educating them on services offered.
• Ensures timely and accurate client materials and follows up on FA requests.
• Supports compliance with bank policies to protect clients and manage risk.
• Deepens client relationships by promoting banking solutions and communicating outputs to the FA.
• Supports day-to-day team activities, stepping in during absences or peak periods.

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 is seeking a Merrill Wealth Management Client Associate to deliver outstanding service to clients and support Financial Advisors. The role emphasizes education on banking services, timely handling of requests, and risk-conscious actions.

You will help deepen client relationships and ensure seamless day-to-day operations within a fast-paced environment. Ideal candidates show a client-centric mindset, strong communication skills, and the ability to learn new platforms.