Wealth Management Client Advocate

Bank of America; Miamisburg (OH); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America’s Merrill Wealth Management in Ohio seeks a client services professional to support Financial Advisors and their clients. You will educate clients on banking and advisory offerings, ensure accurate materials, and maintain strong risk controls while growing client relationships.

The role emphasizes timely service, teamwork, and adaptability in a fast-paced environment within an in-office culture.

Qualifications

• Strong work ethic with a client-centric mindset.
• Ability to learn and adapt to new information and technology platforms.
• Commitment to delivering excellent client experience.
• Currently holds or pursuing FINRA SIE / Series 7 / Series 66 (63/65 acceptable).

Responsibilities

• Provides excellent client service to Merrill clients and educate on bank offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Aligns practices with bank policies to support risk management.
• Identifies and deepens client relationships and communicates outputs to Financial Advisors.
• Supports day-to-day team activities and covers roles during absences with a client-first mindset.

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’s Merrill Wealth Management in Ohio seeks a client services professional to support Financial Advisors and their clients. You will educate clients on banking and advisory offerings, ensure accurate materials, and maintain strong risk controls while growing client relationships.

The role emphasizes timely service, teamwork, and adaptability in a fast-paced environment within an in-office culture.