Wealth Management Client Advocate

Bank of America; San Antonio (TX); On-site; USD 48,000 - 72,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Services professional to support Financial Advisors, delivering exemplary service and coordinating client materials.

You will address client needs, ensure accuracy, follow policies, manage risk, and help deepen relationships while collaborating with the advisory team. This role offers on-site work with potential flexibility and clear growth within wealth management.

Qualifications

• High School Diploma or equivalent required.
• Strong client service orientation and ability to build client relationships.
• Experience interacting with clients, delivering solutions, and supporting financial advisors.
• Proficiency with Microsoft Office and Salesforce; keen attention to detail.
• Willingness to learn regulatory requirements and industry standards.

Responsibilities

• Provide excellent client service to Merrill Wealth Management clients and support Financial Advisors.
• Ensure timeliness and accuracy of client materials and requests.
• Align practices with Bank policies to support operational excellence and risk management.
• Identify opportunities to deepen client relationships and promote banking offerings.
• Support day-to-day team activities and cover roles during absences or peak periods.

Skills

Account Management

Client Management

Client Focus

Oral Communications

Business Development

Advisory Pipeline

Prioritization

Written Communications

Emotional Intelligence

Issue Management

Education

High School Diploma

Tools

MS Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Services professional to support Financial Advisors, delivering exemplary service and coordinating client materials.

You will address client needs, ensure accuracy, follow policies, manage risk, and help deepen relationships while collaborating with the advisory team. This role offers on-site work with potential flexibility and clear growth within wealth management.