Private Wealth Client Associate: Client Service Expert

Bank of America; Spokane (WA); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Discretionary incentive plan

Industry-leading benefits

Job summary

Bank of America’s Merrill Wealth Management division seeks a client service associate to support Financial Advisors by handling client inquiries, coordinating materials, and promoting banking solutions—while ensuring policy alignment and risk management.

The role emphasizes a client-first mindset, strong industry knowledge of investments, and the ability to adapt to new technology platforms within a fast-paced environment in Spokane, WA. On-site presence is expected with benefits eligible.

Qualifications

• SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66) licenses required or must be obtained within specified timeframe.
• Possesses advanced industry knowledge of investment products.
• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Demonstrates client-centric mindset, always acting in the client’s best interest.
• Able 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 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 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management division seeks a client service associate to support Financial Advisors by handling client inquiries, coordinating materials, and promoting banking solutions—while ensuring policy alignment and risk management.

The role emphasizes a client-first mindset, strong industry knowledge of investments, and the ability to adapt to new technology platforms within a fast-paced environment in Spokane, WA. On-site presence is expected with benefits eligible.