Wealth Management Client Associate — Client Advocate

Bank of America; Atlanta (GA); On-site; USD 40,000 - 55,000; Full time

Job summary

Bank of America is seeking a dedicated professional for client service support to Financial Advisors at Merrill Wealth Management in Atlanta, Georgia. The position involves ensuring excellent client service, operational excellence, and supporting the bank’s strategic objectives.

The ideal candidate will have a client-centric mindset and demonstrate strong communication skills while being detail-oriented. Opportunities for professional growth and continuous learning are integrated into the role, fostering an engaging work environment.

Qualifications

• Strong work ethic and focus on results.
• Client-centric mindset with ability to adapt.
• Capacity to learn new information and technology platforms.

Responsibilities

• Provide excellent client service through education on banking offerings.
• Ensure accuracy and completeness in client materials.
• Support team activities and maintain client relationships.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Written Communications

Education

High School Diploma / GED / Secondary School

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Bank of America is seeking a dedicated professional for client service support to Financial Advisors at Merrill Wealth Management in Atlanta, Georgia. The position involves ensuring excellent client service, operational excellence, and supporting the bank’s strategic objectives.

The ideal candidate will have a client-centric mindset and demonstrate strong communication skills while being detail-oriented. Opportunities for professional growth and continuous learning are integrated into the role, fostering an engaging work environment.