Wealth Management Client Advocate

Bank of America; Manhasset (NY); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Discretionary incentive plan

Benefits eligible

Paid time off

Job summary

Bank of America’s Merrill Wealth Management team seeks a client-service oriented professional to support Financial Advisors and their clients. The role emphasizes a client-first mindset, risk-aware processes, and collaboration within a fast-paced wealth-management environment.

Responsibilities include educating clients on banking offerings, maintaining accurate materials, and deepening relationships. Strong communication, adaptability, and proficiency with Salesforce are valued.

Qualifications

• Holds FINRA SIE, Series 7 and Series 66 licenses (63/65 accepted in lieu) or must obtain within specified timeframe if hired into a registered role.
• Advanced industry knowledge and understanding of investment products.
• Client-centric mindset with strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients by educating them on bank offerings and services.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies and deepens client relationships, promoting banking solutions to the FA and communicating outputs.
• Supports day-to-day team activities and covers roles during absences or peak periods.

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

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management team seeks a client-service oriented professional to support Financial Advisors and their clients. The role emphasizes a client-first mindset, risk-aware processes, and collaboration within a fast-paced wealth-management environment.

Responsibilities include educating clients on banking offerings, maintaining accurate materials, and deepening relationships. Strong communication, adaptability, and proficiency with Salesforce are valued.