Wealth Management Client Advocate

Bank of America Corporation; Plantation (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a Client Service Associate to provide dedicated service support to multiple Financial Advisors and their clients. You will help educate clients on the bank's wealth management offerings and ensure accuracy of materials while maintaining risk controls.

The role emphasizes building relationships, coordinating with advisor teams, and delivering timely, accurate responses to client requests.

Qualifications

• Must hold FINRA SIE, Series 7, and Series 66 (63/65 accepted) by hire.
• Strong investment product knowledge and client-centric mindset.
• Self-starter with a strong work ethic and results focus.
• Ability to learn and adapt to new information and platforms.

Responsibilities

• Provides client service support to multiple Financial Advisors (FAs).
• Supports enterprise objectives and operational excellence goals.
• Acts as the primary client contact to address service needs.
• Customizes solutions based on FA’s clients and needs.
• Covers roles during absence or seasonal peaks with a client-first mindset.

Skills

Client Management

Account Management

Communication

Problem Solving

Sales Support

Cross-functional Collaboration

Financial Services Knowledge

Education

FINRA SIE, Series 7, Series 66 licenses (63/65 accepted)

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management seeks a Client Service Associate to provide dedicated service support to multiple Financial Advisors and their clients. You will help educate clients on the bank's wealth management offerings and ensure accuracy of materials while maintaining risk controls.

The role emphasizes building relationships, coordinating with advisor teams, and delivering timely, accurate responses to client requests.