Wealth Management Client Advocate

Bank of America; Winston-Salem (NC); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a motivated Client Service Associate to support multiple Financial Advisors, delivering exceptional service to clients and ensuring timely, accurate materials.

The role focuses on client advocacy, risk management, and aligning activities with bank policies while leveraging tools like Salesforce and MS Office to maintain relationships and drive growth.

Qualifications

• Demonstrates client-focused service with strong communication.
• Able to educate clients on bank offerings and services.
• Supports Financial Advisors with accurate client materials and account servicing.

Responsibilities

• Provides excellent Client Service to clients and FA needs.
• Ensures timely, accurate client materials and follows up on requests.
• Aligns practices with bank policies to support risk management.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences or seasonal increases.

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

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management is seeking a motivated Client Service Associate to support multiple Financial Advisors, delivering exceptional service to clients and ensuring timely, accurate materials.

The role focuses on client advocacy, risk management, and aligning activities with bank policies while leveraging tools like Salesforce and MS Office to maintain relationships and drive growth.