Wealth Management Client Advocate

Bank of America; New York (NY); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Annual discretionary plan

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management group is seeking a Client Service Specialist to support multiple Financial Advisors. You will enhance client experiences, educate clients on banking offerings, and help maintain precise client materials while ensuring compliance with bank policies.

The role emphasizes client advocacy, collaboration with FAs, and daily coverage during peak or absence periods, with a focus on delivering an exceptional client experience in a fast-paced environment.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset; acts in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.
• Pursuing FINRA SIE, Series 7, and/or Series 66 (63/65 accepted).

Responsibilities

• Provides excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA.
• Supports day‑to‑day team activities and needs including covering roles in times of absence or seasonal need increases, while leading 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

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management group is seeking a Client Service Specialist to support multiple Financial Advisors. You will enhance client experiences, educate clients on banking offerings, and help maintain precise client materials while ensuring compliance with bank policies.

The role emphasizes client advocacy, collaboration with FAs, and daily coverage during peak or absence periods, with a focus on delivering an exceptional client experience in a fast-paced environment.