Wealth Management Client Advocate

Bank of America

Westborough (MA)

On-site

USD 71,635,200 - 128,943,360

Full time

14 days+

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Benefits offered by this job

Discretionary incentive

Benefits available

Job summary

Bank of America’s Merrill Wealth Management division seeks a client‑service oriented professional to support multiple Financial Advisors. You will handle service requests, educate clients on bank offerings, and help maintain materials with a client‑first mindset.

The role emphasizes risk awareness, adherence to policies, and collaboration across the advisory team. Qualifications include FINRA SIE, Series 7, and Series 66, with a strong knowledge of investments and a proactive, detail‑oriented

Qualifications

FINRA licenses required or to be obtained within specified timeframe.
Strong investment product knowledge with client-focused mindset.
Self-starter with strong work ethic and results orientation.
Client-centric approach and adaptability to new tech platforms.

Responsibilities

Provide exemplary client service to bank clients and educate on banking offerings.
Support Financial Advisors by addressing service requests and maintaining materials.
Ensure adherence to bank policies, risk controls, and operational excellence.
Identify opportunities to deepen client relationships and cross-sell banking products.
Cover team duties during absences or peak periods with a client-first approach.