Wealth Management Client Advocate

Bank of America Corporation; Pennsylvania; On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Client Service Associate to provide dedicated client service support to multiple Financial Advisors, addressing service needs and strengthening client relationships.

The role requires FINRA SIE, Series 7, and Series 66 (63/65 accepted), with strong communication skills and proficiency in Microsoft Office and Salesforce. The position emphasizes an in-office culture with a 37.5-hour week and coverage during peak times.

Qualifications

• FINRA SIE license or be willing to obtain
• Series 7 license or be willing to obtain
• Series 66 license (63/65 accepted in lieu of 66)
• Strong knowledge of investment products and client service practices

Responsibilities

• Provides excellent client service to bank clients and supports Financial Advisors
• Ensures timeliness and accuracy in client materials and follow-ups
• Supports compliance with bank policies to protect clients and manage risk
• Identifies and deepens client relationships by promoting bank offerings
• Supports day-to-day team activities and covers roles during absences or peak periods

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 Merrill Wealth Management is seeking a Client Service Associate to provide dedicated client service support to multiple Financial Advisors, addressing service needs and strengthening client relationships.

The role requires FINRA SIE, Series 7, and Series 66 (63/65 accepted), with strong communication skills and proficiency in Microsoft Office and Salesforce. The position emphasizes an in-office culture with a 37.5-hour week and coverage during peak times.