Wealth Management Client Advocate

Bank of America; New York (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support Financial Advisors with client services, materials, and responsiveness. You will help address client needs, coordinate with FAs, and ensure compliance with bank policies while delivering a superior client experience.

The role emphasizes teamwork, attention to detail, and the ability to adapt in a fast-paced, in-office setting with some flexibility based on business needs.

Qualifications

• Enthusiastic, self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the client's best interest.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to Merrill clients and educate on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Ensures practices align with bank policies to support operational excellence and risk management.
• Identifies and maintains client relationships, promoting bank offerings to FAs.
• Supports day-to-day team activities and 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

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support Financial Advisors with client services, materials, and responsiveness. You will help address client needs, coordinate with FAs, and ensure compliance with bank policies while delivering a superior client experience.

The role emphasizes teamwork, attention to detail, and the ability to adapt in a fast-paced, in-office setting with some flexibility based on business needs.