Wealth Management Client Advocate

Bank of America; South Carolina; On-site; USD 34,000 - 61,000; Full time

Job summary

Merrill Wealth Management is seeking a client service professional to support Financial Advisors, focusing on service excellence and tailored solutions for clients. The role emphasizes relationship-building within the FA’s business, quality in client materials, and risk-aware operations.

Ideal candidates will be self-motivated, customer-focused, and capable of adapting to evolving responsibilities in a fast-paced environment.

Qualifications

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

Responsibilities

• Provides excellent client service to the bank’s clients through educating them on services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Aligns practices with bank policies to support risk management and operational excellence.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences 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

FINRA SIE / Series 7 / 66 (desired)

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Merrill Wealth Management is seeking a client service professional to support Financial Advisors, focusing on service excellence and tailored solutions for clients. The role emphasizes relationship-building within the FA’s business, quality in client materials, and risk-aware operations.

Ideal candidates will be self-motivated, customer-focused, and capable of adapting to evolving responsibilities in a fast-paced environment.