Wealth Management Client Advocate

Bank of America Corporation; Pittsburgh (Allegheny County); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America Corporation, through Merrill Wealth Management, seeks a client-focused service professional to support Financial Advisors and Wealth Management Clients. The role emphasizes education on banking offerings, timely service, and risk-aware practices.

You will help deepen client relationships, coordinating with FAs and teams to deliver personalized solutions while maintaining a high level of integrity and service excellence.

Qualifications

• Currently holds FINRA SIE, Series 7, and Series 66 (63/65 accepted) or must obtain within specified timeframe if hired into a registered role.
• Demonstrates advanced knowledge of investment products and financial services.
• Shows a client-centric mindset and strong work ethic with results focus.
• Ability to learn and adapt to new information and technology platforms.
• Experience delivering complex solutions and excellent client experience.
• Comfortable working in a fast-paced environment with evolving responsibilities.

Responsibilities

• Provide excellent client service to Merrill clients and educate them on bank offerings.
• Ensure timely, accurate client materials and respond promptly to requests from clients and Financial Advisors (FAs).
• Align practices with bank policies to support operational excellence and risk management.
• Identify and deepen client relationships by leveraging bank offerings in day-to-day activities.
• Support team operations and cover roles during absences or peak periods with a client-first mindset.

Skills

Account Management

Client Management

Customer 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Corporation, through Merrill Wealth Management, seeks a client-focused service professional to support Financial Advisors and Wealth Management Clients. The role emphasizes education on banking offerings, timely service, and risk-aware practices.

You will help deepen client relationships, coordinating with FAs and teams to deliver personalized solutions while maintaining a high level of integrity and service excellence.