Wealth Management Client Advocate

Bank of America; Wilkes-Barre (Luzerne County); On-site; USD 42,000 - 68,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional service to high‑net‑worth clients. You will help with client materials, respond to requests, and ensure accuracy while upholding bank policies.

This role emphasizes relationship building, attention to detail, and comfort with technology platforms such as Salesforce and Microsoft Office.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Demands client-centric mindset and acting in clients' best interest.
• Has ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to clients through education on all bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports alignment with bank policies to ensure operational excellence, protect clients, and manage risk.
• Identifies and deepens client relationships by promoting banking offerings and communicating outputs to the FA.
• Supports day-to-day team activities and takes on coverage during absences or seasonal needs.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional service to high‑net‑worth clients. You will help with client materials, respond to requests, and ensure accuracy while upholding bank policies.

This role emphasizes relationship building, attention to detail, and comfort with technology platforms such as Salesforce and Microsoft Office.