Wealth Client Services Associate

Bank of America; Cincinnati (OH); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America is seeking a Client Service Associate within Merrill Wealth Management to provide premier client service to Financial Advisors and clients. You will educate clients on bank and investment offerings, ensure accurate materials, and help manage risk while supporting team needs in a dynamic environment.

The role emphasizes client-centric service, process adherence, and strong collaboration with the FA team. On-site work is expected in a fast-paced wealth management setting.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.
• FINRA SIE, Series 7, and/or Series 66 are preferred or in pursuit.
• Possesses knowledge of investment products and industry practices.
• Experience working with clients, delivering complex solutions and excellent client service.
• Comfortable in a fast-paced environment with evolving responsibilities.
• Detail oriented and meticulous in work.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion with sensitive information.
• Strong skills with Word/Excel/PowerPoint/Salesforce and professional written/verbal communication.

Responsibilities

• Provides excellent Client Service to the bank's clients by educating them on the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests
• Assists in aligning practices with the bank's policies and procedures to support operational excellence, protect clients, and manage risk
• Identifies, deepens, and maintains client relationships by promoting the bank's offerings and communicating with the FA
• Supports day-to-day team activities and coverage during 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 Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is seeking a Client Service Associate within Merrill Wealth Management to provide premier client service to Financial Advisors and clients. You will educate clients on bank and investment offerings, ensure accurate materials, and help manage risk while supporting team needs in a dynamic environment.

The role emphasizes client-centric service, process adherence, and strong collaboration with the FA team. On-site work is expected in a fast-paced wealth management setting.