Wealth Management Client Advocate

Bank of America Corporation; Philadelphia (Philadelphia County); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America Corporation, Merrill Wealth Management, seeks a client service professional to support multiple Financial Advisors, delivering tailored service and adhering to policies while guiding clients toward their financial goals.

You will educate clients on banking options, maintain accurate materials, deepen relationships, and cover team needs with a client-first approach in an office setting.

Qualifications

• Demonstrates a client-centric mindset and willingness to learn.
• Ability to learn new information and technology platforms.
• Strong work ethic and results focus.

Responsibilities

• Provides excellent Client Service by educating clients on all bank services.
• Ensures timely, accurate client materials and follows up on requests.
• Identifies and deepens client relationships while promoting banking offerings to FAs.
• Supports team activities with a client-first mindset and coverage during absences.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Written Communications

Business Development

Client Solutions Advisory

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America Corporation, Merrill Wealth Management, seeks a client service professional to support multiple Financial Advisors, delivering tailored service and adhering to policies while guiding clients toward their financial goals.

You will educate clients on banking options, maintain accurate materials, deepen relationships, and cover team needs with a client-first approach in an office setting.