Wealth Management Client Advocate

Bank of America; Smithtown (NC); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Job summary

Bank of America’s Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors. You will address service needs, educate clients on bank offerings, and ensure timely, accurate materials.

The role emphasizes risk-aware client advocacy, deepening relationships, and collaboration across teams. Strong communication and tech skills, including MS Word/Excel and Salesforce, are valued.

Qualifications

• High School Diploma or equivalent required.
• Familiarity with MS Office and Salesforce.
• Customer-focused, with strong communication skills.
• Willingness to learn new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

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

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors. You will address service needs, educate clients on bank offerings, and ensure timely, accurate materials.

The role emphasizes risk-aware client advocacy, deepening relationships, and collaboration across teams. Strong communication and tech skills, including MS Word/Excel and Salesforce, are valued.