Wealth Management Client Advocate

Bank of America; New York (NY); On-site; USD 36,000 - 62,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Merrill Wealth Management, part of Bank of America, is seeking a client service professional to support multiple Financial Advisors with a focus on service, risk management, and client advocacy. You will tailor solutions to advisor needs and address service requests as the main point of contact.

Required licenses (SIE, Series 7, Series 66) and strong knowledge of investment products accompany a client-centric, results-driven mindset.

Qualifications

• FINRA SIE, Series 7, and Series 66 licenses required (63/65 accepted in lieu of 66).
• Strong knowledge of investment products.
• Client-centric mindset with a results-driven attitude.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service educating clients on bank offerings.
• Ensures timeliness, accuracy, and follow-up on client and FA requests.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships by promoting bank offerings to clients and FAs.
• Supports day-to-day team activities and covers in times of absence with a client-first mindset.

Skills

FINRA SIE

Series 7

Series 66 (63/65 accepted)

Client service

Investment products knowledge

Self-starting/work ethic

Client-centric mindset

Adaptability to tech platforms

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management, part of Bank of America, is seeking a client service professional to support multiple Financial Advisors with a focus on service, risk management, and client advocacy. You will tailor solutions to advisor needs and address service requests as the main point of contact.

Required licenses (SIE, Series 7, Series 66) and strong knowledge of investment products accompany a client-centric, results-driven mindset.