Wealth Management Client Advocate

Bank of America; Miami (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America is seeking a Wealth Management support professional in Miami to provide client service for Financial Advisors, ensuring accurate materials and timely follow-up. You will help deepen client relationships by promoting the bank's offerings and supporting enterprise objectives.

The role emphasizes a client-first mindset, collaboration, and the ability to adapt to fast-paced changes while maintaining discretion with sensitive information.

Qualifications

• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Strong work ethic with an intense focus on results.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients and educates them on services.
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Supports operational excellence and risk management per bank policies.
• Identifies and deepens client relationships, promoting banking offerings.
• Supports day-to-day team activities and covers roles during absences.

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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a Wealth Management support professional in Miami to provide client service for Financial Advisors, ensuring accurate materials and timely follow-up. You will help deepen client relationships by promoting the bank's offerings and supporting enterprise objectives.

The role emphasizes a client-first mindset, collaboration, and the ability to adapt to fast-paced changes while maintaining discretion with sensitive information.