Wealth Management Client Advocate

Bank of America; Virginia Beach (VA); On-site; USD 36,000 - 62,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management division in Virginia Beach seeks a client services professional to support Financial Advisors by educating clients on banking offerings and ensuring accurate, timely materials. You will help align practices with policies, deepen relationships, and cover roles during busy times to keep client needs at the forefront.

The role requires FINRA SIE, Series 7, and Series 66 (or 63/65).

Qualifications

• High school education with a focus on administrative and client-facing responsibilities.
• Strong understanding of client services in a banking environment.
• Ability to learn and adapt to banking platforms and policies.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Assists with aligning practices to bank policies and procedures to support operational excellence and risk management.
• Identifies and deepens client relationships by promoting bank offerings and integrating banking into daily work.
• Supports day-to-day team activities, covering roles during absences or peak periods 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

Job description

Bank of America’s Merrill Wealth Management division in Virginia Beach seeks a client services professional to support Financial Advisors by educating clients on banking offerings and ensuring accurate, timely materials. You will help align practices with policies, deepen relationships, and cover roles during busy times to keep client needs at the forefront.

The role requires FINRA SIE, Series 7, and Series 66 (or 63/65).