Wealth Management Client Advocate

Bank of America; Traceland (MS); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking a Wealth Management Client Associate to provide superior client service for Merrill clients. You will support Financial Advisors, educate clients on bank services, and ensure timely, accurate materials while maintaining risk controls.

You will collaborate with FAs to deepen client relationships and support day-to-day operations, including coverage during peak periods, with a client-first approach.

Qualifications

• Must be enthusiastic, self-motivated with strong work ethic and results focus.
• Client-centric mindset; act in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Willingness to pursue FINRA SIE/Series qualifications per role requirements.

Responsibilities

• Provides excellent Client Service to banking clients, educating them on services.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Keeps practices aligned with bank policies to support operational excellence and risk management.
• 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 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

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America is seeking a Wealth Management Client Associate to provide superior client service for Merrill clients. You will support Financial Advisors, educate clients on bank services, and ensure timely, accurate materials while maintaining risk controls.

You will collaborate with FAs to deepen client relationships and support day-to-day operations, including coverage during peak periods, with a client-first approach.