Wealth Management Client Advocate

Bank of America; Yardley (WA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a client service professional to support Financial Advisors and their clients. You’ll be the primary contact for service needs, helping tailor solutions and maintain strong relationships.

The role emphasizes excellent service, knowledge of banking products, and collaboration within an in-office team. Onsite work may be required to align with policy and business needs.

Qualifications

• Customer-focused self-starter with a strong work ethic.
• Able to learn new technology platforms.
• FINRA licenses desired: SIE, Series 7 and/or Series 66.
• Experience working with clients to deliver complex solutions.
• Strong written and verbal communication skills.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management seeks a client service professional to support Financial Advisors and their clients. You’ll be the primary contact for service needs, helping tailor solutions and maintain strong relationships.

The role emphasizes excellent service, knowledge of banking products, and collaboration within an in-office team. Onsite work may be required to align with policy and business needs.