Wealth Management Client Advocate

Bank of America; South Bend (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a Client Service professional to support Financial Advisors, delivering tailored client solutions and maintaining strong relationships. You will educate clients on bank services, ensure accuracy of materials, and uphold risk controls across daily operations.

The role emphasizes a client-first mindset, active collaboration with FAs, and proficiency in Office tools and Salesforce in a fast-paced environment.

Qualifications

• Required: Enthusiastic self-starter with strong work ethic and results focus.
• Client-centric mindset; acts in best interest of client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to bank's clients and educates on offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and manage risk.
• Identifies and deepens client relationships emphasizing the bank's offerings.
• Supports day-to-day team activities; covers roles during absences or seasonal needs.

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

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management team seeks a Client Service professional to support Financial Advisors, delivering tailored client solutions and maintaining strong relationships. You will educate clients on bank services, ensure accuracy of materials, and uphold risk controls across daily operations.

The role emphasizes a client-first mindset, active collaboration with FAs, and proficiency in Office tools and Salesforce in a fast-paced environment.