Wealth Management Client Advocate

Bank of America; Visalia (CA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Annual discretionary plan

Annual discretionary award

Job summary

Bank of America in Visalia, CA is seeking a client-focused service professional to support Financial Advisors and address client needs. You will educate clients on the bank's services, ensure timely materials, and assist with policy alignment to mitigate risk.

The role emphasizes relationship building and teamwork, with onsite requirements and a commitment to client-first service. Prioritization and strong written/verbal communication are essential.

Qualifications

• Enthusiastic self-starter with client-centric mindset.
• Strong computer skills including Word, Excel, PowerPoint, and Salesforce.
• FINRA SIE, Series 7 and/or Series 66 are preferred or in progress.

Responsibilities

• Provides excellent Client Service to educate clients on the bank's services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Assists with ensuring policies align with bank procedures to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting integration of banking into day-to-day practices.
• Supports day-to-day team activities and needs including coverage during absences or seasonal demand, with a client-first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Written Communications

Administrative Services

Prioritization

Emotional Intelligence

Business Development

Client Solutions

Advisory Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America in Visalia, CA is seeking a client-focused service professional to support Financial Advisors and address client needs. You will educate clients on the bank's services, ensure timely materials, and assist with policy alignment to mitigate risk.

The role emphasizes relationship building and teamwork, with onsite requirements and a commitment to client-first service. Prioritization and strong written/verbal communication are essential.