Wealth Management Client Advocate

Talentify; San Francisco (CA); Hybrid; USD 34,000 - 61,000; Full time

Job summary

Bank of America Merrill Wealth Management is hiring a Client Associate to support Financial Advisors and clients with timely, accurate materials and proactive service. You will deepen client relationships by promoting the bank's offerings and ensuring alignment with firm policies, while collaborating with the FA team in a client-first, in-office oriented environment.

Ideal candidates are self-starters with strong communication skills, a willingness to learn, and familiarity with Word, Excel,

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Client-centric mindset, always acting in the client's best interest.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service educating clients on bank services.
• Ensures timely, accurate client materials and follows up on requests.
• Supports adherence to bank policies to manage risk and quality.
• Identifies and deepens client relationships, promoting banking offerings to FAs.
• Supports day-to-day team activities and coverage with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management is hiring a Client Associate to support Financial Advisors and clients with timely, accurate materials and proactive service. You will deepen client relationships by promoting the bank's offerings and ensuring alignment with firm policies, while collaborating with the FA team in a client-first, in-office oriented environment.

Ideal candidates are self-starters with strong communication skills, a willingness to learn, and familiarity with Word, Excel,