Wealth Management Client Advocate

Bank of America; Peoria (AZ); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is seeking a client service professional to support Financial Advisors and wealth management teams. The role emphasizes delivering excellent client service, educating clients on bank offerings, and maintaining strong relationships through proactive communication.

Responsibilities include handling client requests, ensuring accuracy in materials, and aligning practices with bank policies to mitigate risk.

Qualifications

• High school diploma or equivalent required.
• Strong client-centric mindset and communication skills.
• Willingness to learn and adapt to new information and platforms.

Responsibilities

• Provides excellent client service to bank clients by educating them on banking offerings.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships by promoting bank offerings and solutions.
• Supports day-to-day team activities, stepping in during absences or peak periods.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Administrative Services

Pipeline Management

Prioritization

Emotional Intelligence

Referral Identification

Business Development

Client Solutions Advisory

Education

High School Diploma / GED

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is seeking a client service professional to support Financial Advisors and wealth management teams. The role emphasizes delivering excellent client service, educating clients on bank offerings, and maintaining strong relationships through proactive communication.

Responsibilities include handling client requests, ensuring accuracy in materials, and aligning practices with bank policies to mitigate risk.