Bank of America Managed Account Advisors Client Advocate in Jersey City, New Jersey

Job Description:

Managed Account Advisors (MAA) Client Advocate is dedicated to providing Financial Advisors a comprehensive solution to specific client unique requests. To accomplish this level of premier service our team requires an ambitious mind-set and a talent for outside-the-box thinking in order to determine how we can help satisfy the client’s and the Financial Advisor’s requests. The Client Advocate must possess excellent communication skills to ascertain the intent behind the phone engagement they’ve received, and then utilize their operational experience to ensure that all necessary parties (Financial Advisors, Discretionary Managers, various internal partners) have the information they need to complete the required tasks without creating any errors or adding unnecessary steps/time to the process.

Core Responsibilities:

  • Field inbound calls from Financial Advisors, Wealth Management Specialists, Client Relationship Managers, etc. and provide guidance around how they can accommodate their client’s request

  • Process unique requests which require deviation from standard procedures

  • Act in a field-facing capacity as a representative of Managed Account Advisors

  • Research inquiries from branches and provide detailed explanations for trading activity within client accounts

  • Ensure the caller’s interaction with MAA is as efficient as possible by taking ownership of their inquiry or request from start to finish


· 1+ years investment industry experience

· Back office operations/Trade Support experience preferred

· Strong interpersonal, verbal, and written communication skills

· Ability to work independently or to coordinate with multiple teams

· Outstanding attention to detail

· Familiarity with Microsoft Office Suite required

· Experience with APL portfolio management software preferred


· Bachelor’s degree

Posting Date : 06/13/2018

Location :

Jersey City, NJ, 101 HUDSON ST (NJ2101),

  • United States

Travel : Yes, 5% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Assistance for Applicants with Disabilities

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at .

Diversity & Inclusion

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Frequently Asked Questions

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at section for answers to these questions and more.