Wealth Management Client Advocate

Bank of America; Philadelphia (Philadelphia County); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Client Service professional to support multiple Financial Advisors in delivering tailored wealth management and banking solutions.

You will serve as the primary contact for clients, ensuring timely, accurate materials and proactive service while collaborating with the FA team to strengthen client relationships and drive enterprise objectives.

Qualifications

• Must have a client-centric mindset focused on delivering value to clients.
• Ability to learn and adapt to new information and technology platforms.
• Wamiliarity with wealth management and banking offerings is a plus.

Responsibilities

• Provides excellent Client Service to clients by educating them on the bank's service and offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence and manage risk.
• Identifies and deepens client relationships and communicates outputs to the Financial Advisor.
• Supports day-to-day team activities and covers roles during absences with a client-first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Written Communications

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management is seeking a Client Service professional to support multiple Financial Advisors in delivering tailored wealth management and banking solutions.

You will serve as the primary contact for clients, ensuring timely, accurate materials and proactive service while collaborating with the FA team to strengthen client relationships and drive enterprise objectives.