Wealth Management Client Advocate

Bank of America; Winter Park (FL); On-site; USD 45,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team is seeking a Client Associate to support Financial Advisors and deliver exceptional service to high-value clients. The role emphasizes client advocacy, banking integration, and understanding investment products in a collaborative, in-office environment.

You will work with a dynamic team to ensure accuracy, timeliness, and seamless delivery of client solutions while maintaining strong risk controls and a client-first mindset.

Qualifications

• Requires FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66); must obtain licenses if not held.
• Extensive knowledge of investment products and wealth management services.
• Self-starter with strong work ethic and results orientation.
• Client-centric mindset; act in clients' best interests.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provide exceptional client service to Merrill Wealth Management clients and assist Financial Advisors (FAs).
• Support enterprise strategic objectives and client advocacy within the FA's business.
• Be the primary point of contact within Merrill to address service needs of clients.
• Educate clients on bank's service offerings and banking products.
• Collaborate with team to ensure operational excellence and risk management.

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

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Bank of America’s Merrill Wealth Management team is seeking a Client Associate to support Financial Advisors and deliver exceptional service to high-value clients. The role emphasizes client advocacy, banking integration, and understanding investment products in a collaborative, in-office environment.

You will work with a dynamic team to ensure accuracy, timeliness, and seamless delivery of client solutions while maintaining strong risk controls and a client-first mindset.