Wealth Management Client Advisor

Bank of America; East Lansing (MI); On-site; USD 45,000 - 60,000; Full time

Job summary

Bank of America’s Merrill Wealth Management business is seeking a Client Service Associate to support multiple Financial Advisors with client service, relationship development, and operational excellence. You will be the primary contact for clients, ensuring timely and accurate materials and collaborative support of investment guidance and banking needs.

Ideal candidates are self-starters with a client-centric mindset, strong communication skills, and the ability to adapt to evolving

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Ability to learn and adapt to new information and technology platforms.
• Enthusiastic self-starter with results focus.

Responsibilities

• Provides excellent client service by educating clients on bank services and offerings.
• Ensures timely, accurate, and complete client materials and follows up on requests from clients and Financial Advisors.
• Ensures alignment with bank policies and procedures to support operational excellence and manage risk.
• Identifies and deepens client relationships by promoting banking offerings and incorporating banking into daily practices, reporting outputs to the Financial Advisor.

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

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management business is seeking a Client Service Associate to support multiple Financial Advisors with client service, relationship development, and operational excellence. You will be the primary contact for clients, ensuring timely and accurate materials and collaborative support of investment guidance and banking needs.

Ideal candidates are self-starters with a client-centric mindset, strong communication skills, and the ability to adapt to evolving