Wealth Management Client Advocate

Bank of America; Macon (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management unit seeks a client service professional to support multiple Financial Advisors. You will address service needs, educate clients on banking and investment offerings, and help maintain strong client relationships within a fast-paced environment.

The role emphasizes collaboration with advisory teams, attention to detail, and a commitment to exceptional client experiences. Onsite work may be required based on policy and role needs.

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Able to learn and adapt to new information and technology platforms.
• Excellent communication skills, both written and verbal.

Responsibilities

• Provides excellent client service to the bank's clients and educates them on offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports adherence to bank policies to ensure operational excellence and risk management.
• Identifies and deepens client relationships by promoting bank offerings in day-to-day activities.
• Supports daily team activities and covers roles during absences or peak periods 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’s Merrill Wealth Management unit seeks a client service professional to support multiple Financial Advisors. You will address service needs, educate clients on banking and investment offerings, and help maintain strong client relationships within a fast-paced environment.

The role emphasizes collaboration with advisory teams, attention to detail, and a commitment to exceptional client experiences. Onsite work may be required based on policy and role needs.