Wealth Management Client Advocate

Bank of America; Wyomissing (Berks County); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a client service-focused associate to support Financial Advisors and client relationships. The role emphasizes timely, accurate client materials, and proactive service delivery to address client needs.

You will collaborate across teams to ensure risk controls, policy alignment, and seamless client experiences, contributing to ongoing client advocacy and service excellence in a fast-paced environment.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Client-centric mindset and client advocacy.
• Ability to learn and adapt to new information and platforms.

Responsibilities

• Provide excellent client service to bank clients and educate them on banking offerings.
• Ensure timeliness and accuracy of client materials; follow up on all requests
• Align practices with bank policies to support operational excellence and manage risk
• Identify and deepen client relationships by promoting banking offerings in day-to-day activities
• Support day-to-day team activities; cover roles during absences while maintaining client-first mindset

Skills

Account Management

Client Management

Customer 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 / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team seeks a client service-focused associate to support Financial Advisors and client relationships. The role emphasizes timely, accurate client materials, and proactive service delivery to address client needs.

You will collaborate across teams to ensure risk controls, policy alignment, and seamless client experiences, contributing to ongoing client advocacy and service excellence in a fast-paced environment.