Client-Focused Wealth Management Associate

Bank of America; Saint Paul (MN); On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a service-focused professional for client support, servicing Financial Advisors and their clients across wealth management solutions. You will be the primary contact to address service needs while aligning with enterprise objectives and risk controls.

The role emphasizes collaboration, in-office culture, and flexibility based on responsibilities. Candidates should demonstrate strong communication and a client-centric approach within a banking

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic.
• Client-centric mindset, acts in the best interest of the client.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to Merrill clients by educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence and risk management in line with bank policies.
• Identifies and deepens client relationships by promoting banking offerings to clients and communicating outputs to the FA.
• Supports day-to-day team activities and steps in during absences, maintaining a client-first mindset.

Skills

Self-starter

Client-centric

Adaptability

Education

High School Diploma

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management seeks a service-focused professional for client support, servicing Financial Advisors and their clients across wealth management solutions. You will be the primary contact to address service needs while aligning with enterprise objectives and risk controls.

The role emphasizes collaboration, in-office culture, and flexibility based on responsibilities. Candidates should demonstrate strong communication and a client-centric approach within a banking