Wealth Management Client Advocate

Bank of America; Providence (RI); On-site; USD 34,440 - 60,614; Full time

Benefits offered by this job

Benefits package

Annual discretionary bonus

Job summary

Bank of America Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors, delivering tailored wealth management assistance and banking solutions. You will act as a principal client contact, ensuring timely, accurate materials and proactive service in a fast-paced environment.

Ideal candidates will demonstrate a client-first mindset, strong communication skills, and ability to navigate evolving responsibilities while maintaining compliance and risk

Qualifications

• Client-centric mindset with a focus on delivering excellent service.
• Ability to learn and adapt to new information and technology platforms.
• Enthusiastic, highly motivated self-starter with strong work ethic.

Responsibilities

• Provides excellent Client Service to the bank's clients and educates on offerings.
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Supports operational excellence, risk management, and policy alignment.
• Identifies and deepens client relationships while coordinating with FAs.
• Supports day-to-day team activities and covers roles during absences or peak times.

Skills

Client Management

Account Management

Customer Focus

Oral Communications

Written Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors, delivering tailored wealth management assistance and banking solutions. You will act as a principal client contact, ensuring timely, accurate materials and proactive service in a fast-paced environment.

Ideal candidates will demonstrate a client-first mindset, strong communication skills, and ability to navigate evolving responsibilities while maintaining compliance and risk