Wealth Management Client Advocate

Bank of America; Naples (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a client service associate to support multiple Financial Advisors, delivering proactive client service and tailored banking solutions. You will be the primary contact for client requests, ensuring timely materials, accuracy, and adherence to policies while fostering strong client relationships.

The role emphasizes a client-centric approach, collaboration with advisory teams, and the ability to adapt to changing client needs in a fast-paced wealth

Qualifications

• Client service mindset and strong work ethic required.
• Ability to learn new information and technology platforms.
• Demonstrates a client-centric approach.

Responsibilities

• Provide excellent client service to the bank's clients as primary contact for service needs.
• Educate clients on the bank's service and banking offerings; ensure accuracy of materials and timely follow-ups.
• Support alignment with bank policies and procedures to protect clients and manage risk.
• Identify and deepen client relationships while communicating outputs to the Financial Advisor.
• Support day-to-day team activities and cover 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

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management seeks a client service associate to support multiple Financial Advisors, delivering proactive client service and tailored banking solutions. You will be the primary contact for client requests, ensuring timely materials, accuracy, and adherence to policies while fostering strong client relationships.

The role emphasizes a client-centric approach, collaboration with advisory teams, and the ability to adapt to changing client needs in a fast-paced wealth