Wealth Management Client Advocate

Bank of America; Tucson (AZ); On-site; USD 48,000 - 64,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors, delivering banking and investment guidance. You will educate clients on services, ensure timely materials, and uphold risk controls while promoting a client-first approach.

The role requires proactive communication, strong teamwork, and bilingual Spanish skills. A high school diploma is required, with on-site duties in the United States and a 37.5 hour work week; FINRA knowledge is

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset, acting in clients' best interest.
• Ability to learn and adapt to new information and platforms.

Responsibilities

• Provide excellent client service to clients by educating them on bank offerings.
• Ensure timely, accurate client materials and respond to requests.
• Align practices with bank policies to support risk management.
• Identify and deepen client relationships while communicating outputs to the FA.
• Support day-to-day team activities and cover roles as needed with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Written Communications

Business Development

Client Solutions Advisory

Pipeline Management

Emotional Intelligence

Administrative Services

Referral Identification

Education

High School Diploma

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors, delivering banking and investment guidance. You will educate clients on services, ensure timely materials, and uphold risk controls while promoting a client-first approach.

The role requires proactive communication, strong teamwork, and bilingual Spanish skills. A high school diploma is required, with on-site duties in the United States and a 37.5 hour work week; FINRA knowledge is