Client Service Associate – Wealth Management

Bank of America; Cape Girardeau (MO); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a Client Service Associate to support multiple Financial Advisors, delivering personalized service and coordinating client materials.

You will help address service requests, maintain accuracy, and promote the bank's offerings while protecting clients and managing risk. This role emphasizes a client-first mindset, collaboration, and adaptability in a fast-paced wealth management environment.

Qualifications

• Requires client-centric mindset and strong work ethic with results focus.
• Desirable FINRA SIE/Series 7 or Series 66; knowledge of investment products.
• Experience delivering solutions and excellent client experience in a fast-paced environment.

Responsibilities

• Provides excellent Client Service to bank clients and educates on banking offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Aligns practices with bank policies to support risk management and operational excellence.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences with a client-first mindset.

Skills

Account Management

Client Management

Customer 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management seeks a Client Service Associate to support multiple Financial Advisors, delivering personalized service and coordinating client materials.

You will help address service requests, maintain accuracy, and promote the bank's offerings while protecting clients and managing risk. This role emphasizes a client-first mindset, collaboration, and adaptability in a fast-paced wealth management environment.