Wealth Management Client Advocate

Bank of America; Pittsburgh (Allegheny County); On-site; USD 40,000 - 55,000; Full time

Job summary

Bank of America is seeking a Client Service Associate in Pittsburgh, PA. The role is responsible for providing exceptional service support to Financial Advisors and their clients, ensuring operational excellence and alignment with the bank's policies.

Ideal candidates are enthusiastic self-starters with a client-centric mindset, proficient in tools such as Microsoft Office and Salesforce. The position requires a High School Diploma, and offers a first shift schedule with flexibility requirements.

Qualifications

• Is an enthusiastic, highly motivated self‑starter with a strong work ethic.
• Demonstrates a client‑centric mindset, always acting in the best interest of the client.
• Has experience working with clients and fulfilling their needs quickly.

Responsibilities

• Provides excellent Client Service to educate clients on the bank's offerings.
• Ensures timeliness, accuracy, and completeness in client materials.
• Identifies, deepens, and maintains client relationships.

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

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is seeking a Client Service Associate in Pittsburgh, PA. The role is responsible for providing exceptional service support to Financial Advisors and their clients, ensuring operational excellence and alignment with the bank's policies.

Ideal candidates are enthusiastic self-starters with a client-centric mindset, proficient in tools such as Microsoft Office and Salesforce. The position requires a High School Diploma, and offers a first shift schedule with flexibility requirements.