Wealth Management Client Advocate

Bank of America; Melville (NY); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Annual discretionary plan

Paid time off

Job summary

Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional client service. You will educate clients on the bank's offerings, coordinate materials, and help manage relationships while collaborating with the advisory team.

The role emphasizes operational excellence, accuracy, and a client-first approach within an in-office culture that values collaboration and career development.

Qualifications

• High school diploma or equivalent required.
• Strong client-service orientation and results focus.
• Ability to learn new information and technology platforms.

Responsibilities

• Provide excellent client service to Merrill clients and educate on bank offerings.
• Ensure timeliness, accuracy, and completeness in client materials and requests.
• Align practices with bank policies to support operational excellence and mitigate risk.
• Identify, deepen, and maintain client relationships while communicating outputs to the Financial Advisor.
• Assist with day-to-day team activities and cover roles during absences or peak periods, 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 is seeking a Client Service Associate to support Financial Advisors and deliver exceptional client service. You will educate clients on the bank's offerings, coordinate materials, and help manage relationships while collaborating with the advisory team.

The role emphasizes operational excellence, accuracy, and a client-first approach within an in-office culture that values collaboration and career development.