Wealth Management Client Success Advocate

Bank of America Corporation; San Jose (CA); On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management team is seeking a client service support role responsible for delivering outstanding service to Financial Advisors and their clients. You will assist with enterprise objectives, maintain client advocacy, and customize banking solutions to meet client needs.

The role emphasizes a client-first mindset, flexibility for role-specific responsibilities, and collaboration within an in-office culture designed to foster career development and

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the ability to learn and adapt to new information and technology platforms

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

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation's Merrill Wealth Management team is seeking a client service support role responsible for delivering outstanding service to Financial Advisors and their clients. You will assist with enterprise objectives, maintain client advocacy, and customize banking solutions to meet client needs.

The role emphasizes a client-first mindset, flexibility for role-specific responsibilities, and collaboration within an in-office culture designed to foster career development and