Wealth Management Client Advocate

Bank of America

Oak Brook (IL)

On-site

USD 37,000 - 62,000

Full time

4 days ago

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Benefits offered by this job

Discretionary bonus

Annual discretionary plan

Benefits eligible

Job summary

Bank of America Merrill Wealth Management seeks a Client Service Associate to support Financial Advisors, deliver client-focused service, and manage day-to-day tasks with a proactive, client-first approach.

You will educate clients on services, coordinate materials, and assist with risk controls while working onsite in Oak Brook, IL. The role emphasizes strong communication and technology proficiency to support advisors.

Qualifications

FINRA SIE, Series 7 and Series 66 required (63/65 accepted in lieu).
Strong knowledge of investment products and client service.
Proven ability to learn new information and technology platforms.
Client-centric mindset and commitment to acting in the client’s best interest.
Proficiency with MS Word, Excel, PowerPoint and Salesforce.

Responsibilities

Provides excellent client service education on bank services and offerings.
Ensures timely, accurate, and complete client materials; follows up on requests.
Ensures adherence to bank policies to support operations and risk management.
Identifies and deepens client relationships; communicates outputs to Financial Advisor.
Supports day-to-day team activities and coverage during absences or peak periods.