Wealth Management Client Advocate

Bank of America

Ohio

On-site

USD 49,000 - 86,000

Full time

2 days ago

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Benefits offered by this job

Discretionary incentive plan

Job summary

Bank of America is seeking a proactive Client Service Associate within Merrill Wealth Management to support Financial Advisors and advocate for client needs. You will educate clients on services, ensure accurate materials, and help protect client interests through compliant processes.

The role emphasizes a client-first mindset, solid communication, and adaptability in a fast-paced environment. Office-based with potential onsite requirements; benefits include discretionary incentives.

Qualifications

Demonstrates a client-centric mindset and strong work ethic.
Experience with banking or wealth management client service is a plus.
Proficiency with technology platforms including Salesforce and MS Office.

Responsibilities

Provides excellent client service to Merrill Wealth Management clients and supports Financial Advisors.
Ensures timely, accurate client materials and follows up on requests.
Supports adherence to bank policies to protect clients and manage risk.
Identifies and deepens client relationships by promoting banking offerings to clients and FAs.
Supports day-to-day team activities and covers roles during absences or busy periods.