Wealth Management Client Advocate

Bank of America Corporation; Westborough (MA); On-site; USD 34,000 - 62,000; Full time

Job summary

Bank of America Corporation is seeking a client service professional to support Merrill Wealth Management and multiple Financial Advisors. The role emphasizes delivering superior client experiences, educating clients on banking and wealth offerings, and maintaining compliant, accurate materials.

Candidates should hold or obtain FINRA licenses, demonstrate a client-centric mindset, and adapt to a fast-paced environment while protecting client interests and contributing to enterprise objectives.

Qualifications

• Holds FINRA SIE, Series 7, Series 66 (63/65 accepted in lieu) or must obtain within timeframe.
• Strong investment product knowledge and client-centric mindset.
• Motivated self-starter with excellent work ethic and results focus.
• Ability to learn and adapt to new information and technology.

Responsibilities

• Provide excellent client service to bank clients and educate them on services.
• Ensure timeliness and accuracy of client materials and follow up on requests.
• Align practices with bank policies to support risk management and operational excellence.
• Deepen client relationships by promoting bank offerings within daily activities.
• Cover team roles during absences or peak periods with a client-first approach.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Written Communications

Education

High School Diploma / GED

Job description

Bank of America Corporation is seeking a client service professional to support Merrill Wealth Management and multiple Financial Advisors. The role emphasizes delivering superior client experiences, educating clients on banking and wealth offerings, and maintaining compliant, accurate materials.

Candidates should hold or obtain FINRA licenses, demonstrate a client-centric mindset, and adapt to a fast-paced environment while protecting client interests and contributing to enterprise objectives.