Wealth Management Client Advocate

Bank of America; Statesboro (GA); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a Client Service Associate to provide outstanding service to clients and Financial Advisors. You will act as the primary contact for service needs, educate clients on banking offerings, and help ensure accurate materials.

The role emphasizes risk awareness, teamwork, and adapting to a fast-paced environment. A high school diploma is required, with FINRA SIE/Series experience a plus.

Qualifications

• High School Diploma or equivalent required.
• Experience in client service or banking is a plus.
• Familiarity with financial products and risk awareness is desirable.

Responsibilities

• Provides excellent Client Service to clients by educating them on the bank's offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports adherence to bank policies and procedures to protect clients and manage risk.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences or seasonal needs.

Skills

Account Management

Client Management

Customer 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 team seeks a Client Service Associate to provide outstanding service to clients and Financial Advisors. You will act as the primary contact for service needs, educate clients on banking offerings, and help ensure accurate materials.

The role emphasizes risk awareness, teamwork, and adapting to a fast-paced environment. A high school diploma is required, with FINRA SIE/Series experience a plus.