Wealth Management Client Advocate

Bank of America; Winter Park (FL); On-site; USD 42,000 - 60,000; Full time

Job summary

Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors and manage daily client requests. You will educate clients on Merrill/BofA offerings, ensure accuracy in materials, and maintain risk-aware processes.

The role emphasizes a client-first mindset and collaboration with the FA team. Onsite position requiring strong communication skills, attention to detail, and adaptability to a fast-paced environment.

Qualifications

• High school diploma or equivalent required.
• Strong client-centric mindset and service orientation.
• Ability to learn new information and technology platforms.

Responsibilities

• Provides excellent client service to bank clients and educates on offerings.
• Ensures timeliness, accuracy and follows up on client/FA requests.
• Ensures alignment with bank policies and manages risk.
• Deepens client relationships by promoting banking solutions to FAs.
• Supports day-to-day team activities and covers roles when needed.

Skills

Client Management

Account Management

Oral Communications

Written Communications

Relationship Building

Sales Support

Fintech Literacy

Team Collaboration

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors and manage daily client requests. You will educate clients on Merrill/BofA offerings, ensure accuracy in materials, and maintain risk-aware processes.

The role emphasizes a client-first mindset and collaboration with the FA team. Onsite position requiring strong communication skills, attention to detail, and adaptability to a fast-paced environment.