Wealth Management Client Advocate & Advisor Support

Bank of America; Town of Mount Pleasant (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a Client Service role to support multiple Financial Advisors, handling client service requests, education on banking offerings, and ensuring timely, accurate client materials.

The role emphasizes risk awareness, adherence to policies, and proactive relationship development with clients while collaborating with the FA team in a fast-paced environment.

Qualifications

• Strong client service mindset and problem-solving abilities.
• Ability to learn and adapt to new technology platforms.
• Experience collaborating with Financial Advisors and supporting client needs.

Responsibilities

• Provides excellent Client Service to clients through educating them on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports compliance with bank policies to protect clients and manage risk.
• Identifies and deepens client relationships using bank offerings in daily practice.
• Supports day-to-day team activities and covers roles during absences or peak periods.

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 / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team seeks a Client Service role to support multiple Financial Advisors, handling client service requests, education on banking offerings, and ensuring timely, accurate client materials.

The role emphasizes risk awareness, adherence to policies, and proactive relationship development with clients while collaborating with the FA team in a fast-paced environment.