Wealth Management Client Advocate

Bank of America; Montgomery (AL); On-site; USD 42,000 - 68,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a Client Service Associate to provide high-quality client service, educate clients on banking offerings, and support Financial Advisors with day-to-day activities. The role emphasizes client relationships and proactive service within an in-office culture.

The position requires strong communication, a client-centric mindset, and adaptability to new technology, with on-site work expectations and opportunities for professional growth.

Qualifications

• High School Diploma or equivalent required.
• Pursuing or holding FINRA SIE, Series 7 and/or Series 66 is preferred.
• Experience with client service and financial products is an asset.
• Strong communication and attention to detail.
• Ability to learn new technology platforms.

Responsibilities

• Provides excellent client service to bank's clients; educates on service and banking offerings.
• Ensures timeliness, accuracy, and completeness of client materials; follows up on requests.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies, deepens, and maintains client relationships; promotes banking solutions to FAs.
• Supports day-to-day team activities; covers roles during absences 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

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team seeks a Client Service Associate to provide high-quality client service, educate clients on banking offerings, and support Financial Advisors with day-to-day activities. The role emphasizes client relationships and proactive service within an in-office culture.

The position requires strong communication, a client-centric mindset, and adaptability to new technology, with on-site work expectations and opportunities for professional growth.