Wealth Management Client Advocate

Bank of America; Ponte Vedra Beach (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is seeking a client service support professional in Ponte Vedra Beach, Florida. This role involves delivering exceptional service to clients and supporting Financial Advisors in a wealth management context.

Key responsibilities include educating clients on banking services and ensuring their needs are met promptly and accurately. Ideal candidates are self-motivated, detail-oriented, and possess strong communication skills. A High School diploma is required, with further qualifications such as FINRA certifications being advantageous.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service through educating clients on all bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials.
• Assists with ensuring practices align with bank policies.
• Identifies, deepens, and maintains client relationships.
• Supports day-to-day team activities and needs.

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 support professional in Ponte Vedra Beach, Florida. This role involves delivering exceptional service to clients and supporting Financial Advisors in a wealth management context.

Key responsibilities include educating clients on banking services and ensuring their needs are met promptly and accurately. Ideal candidates are self-motivated, detail-oriented, and possess strong communication skills. A High School diploma is required, with further qualifications such as FINRA certifications being advantageous.