Wealth Management Client Advocate

Bank of America; Reston (VA); On-site; USD 60,000 - 85,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a client service role to support Financial Advisors and deliver exceptional client experiences. The position emphasizes collaborative, in-office work culture with opportunities to grow within wealth management and banking product offerings.

Responsibilities include managing client materials, enabling operational excellence, and maintaining strong client relationships, while adapting to evolving business needs and processes across the

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Ability to learn and adapt to new information and technology platforms.
• Enthusiastic self-starter with results-driven approach.

Responsibilities

• Provides excellent client service to clients through education on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence, policy alignment, and risk management.
• Identifies and deepens client relationships by promoting banking solutions within advisor support.
• Acts as a reliable team member, covering roles during absences and peak periods.

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

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management division seeks a client service role to support Financial Advisors and deliver exceptional client experiences. The position emphasizes collaborative, in-office work culture with opportunities to grow within wealth management and banking product offerings.

Responsibilities include managing client materials, enabling operational excellence, and maintaining strong client relationships, while adapting to evolving business needs and processes across the