Wealth Management Client Services Advisor

Bank of America; City Of Melville; On-site; AUD 49,000 - 87,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America, within Merrill Wealth Management, is seeking a Client Services Associate to support Financial Advisors and clients with service inquiries, account requests, and day-to-day needs.

This role requires a client-first approach, collaboration with advisory teams, and adherence to bank policies to ensure accurate, timely service while managing risk. Strong communication and computer skills are essential.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the client's best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients by educating them on the bank's service offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by promoting offerings and communicating outputs to the Financial Advisor (FA).
• Supports day-to-day team activities and covers roles in absences or seasonal needs 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, within Merrill Wealth Management, is seeking a Client Services Associate to support Financial Advisors and clients with service inquiries, account requests, and day-to-day needs.

This role requires a client-first approach, collaboration with advisory teams, and adherence to bank policies to ensure accurate, timely service while managing risk. Strong communication and computer skills are essential.