Wealth Management Client Advisor

Bank of America; Bloomfield Hills (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Services Associate to support Financial Advisors, delivering personalized service to clients and aligning with a team-driven, in-office culture.

This role emphasizes client advocacy, risk awareness, and cross-functional collaboration across banking and investment platforms; strong communication and administrative skills are essential.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Enthusiastic self-starter with a strong work ethic.
• Client-centric mindset; acts in the best interest of the client.
• Ability 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 service offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports alignment with bank policies and procedures to promote operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships by promoting banking offerings.
• 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

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Services Associate to support Financial Advisors, delivering personalized service to clients and aligning with a team-driven, in-office culture.

This role emphasizes client advocacy, risk awareness, and cross-functional collaboration across banking and investment platforms; strong communication and administrative skills are essential.