Wealth Management Client Advocate

Bank of America; New Jersey; On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management division seeks a dedicated client service professional to support Financial Advisors and clients, delivering timely, accurate materials and proactive service. The role emphasizes risk-conscious, policy-aligned practice, and a client-first mindset in a fast-paced banking environment.

Ideal candidates will have FINRA SIE, Series 7, and Series 66 (or 63/65) with passion for learning, strong communication, and the ability to adapt to evolving

Qualifications

• Experience in financial services and client service.
• Strong client-centric mindset with focus on results.
• Experience using Salesforce and MS Office tools.

Responsibilities

• Provide client service support to Financial Advisors and clients.
• Assist with ensuring alignment with bank policies and procedures.
• Build and deepen client relationships and coordinate with FAs.

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

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management division seeks a dedicated client service professional to support Financial Advisors and clients, delivering timely, accurate materials and proactive service. The role emphasizes risk-conscious, policy-aligned practice, and a client-first mindset in a fast-paced banking environment.

Ideal candidates will have FINRA SIE, Series 7, and Series 66 (or 63/65) with passion for learning, strong communication, and the ability to adapt to evolving