Wealth Client Services Specialist | Advisor Support

Bank of America Corporation; Chandler (AZ); On-site; USD 50,000 - 65,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking a Client Services Associate to support Financial Advisors and resolve client requests with accuracy and care. This role emphasizes building trusted relationships and ensuring service excellence.

The ideal candidate has at least one year in client servicing or banking, strong Word/Excel skills, and the ability to adapt to evolving needs. Bilingual abilities and a degree are pluses; 37.5 hours per week, 1st shift, in-office.

Qualifications

• Minimum of one year of experience in client servicing operations or banking/financial services.
• Proficient in Microsoft Word and Excel.
• Bilingual in Spanish, Portuguese or Mandarin is a plus.
• Bachelor’s Degree in a related field.
• Knowledge of investment and banking products and procedures.

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 FA requests
• Assists with ensuring practices align 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 Service

Issue Management

Oral Communications

Time Management

Detail Oriented

Multi-tasking

Pipeline Management

Emotional Intelligence

Organized

Education

Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

Job description

Bank of America Corporation's Merrill Wealth Management is seeking a Client Services Associate to support Financial Advisors and resolve client requests with accuracy and care. This role emphasizes building trusted relationships and ensuring service excellence.

The ideal candidate has at least one year in client servicing or banking, strong Word/Excel skills, and the ability to adapt to evolving needs. Bilingual abilities and a degree are pluses; 37.5 hours per week, 1st shift, in-office.