Wealth Advisory Client Associate

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc; Frontenac (MO); On-site; USD 45,000 - 60,000; Full time

Job summary

Bank of America is seeking a Wealth Management support role to educate clients on banking offerings and ensure accurate materials, while maintaining strong client relationships with advisory teams. The position emphasizes service quality, risk awareness, and collaboration across teams.

Ideal candidates are proactive, adaptable, and comfortable using Salesforce and MS Office tools in a fast-paced, onsite environment with standard shifts.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Customer-centered mindset, acting in the best interest of clients.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service by educating clients on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follow-ups.
• Ensures practices align with bank policies to support risk management.
• Identifies, deepens, and maintains client relationships with advisory teams.
• Supports day-to-day team activities and coverage 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

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America is seeking a Wealth Management support role to educate clients on banking offerings and ensure accurate materials, while maintaining strong client relationships with advisory teams. The position emphasizes service quality, risk awareness, and collaboration across teams.

Ideal candidates are proactive, adaptable, and comfortable using Salesforce and MS Office tools in a fast-paced, onsite environment with standard shifts.