Wealth Management Client Advisor

Bank of America; St. Louis (MO); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a Client Service Associate to support multiple Financial Advisors, addressing service needs and strengthening client relationships. You will educate clients on the bank’s services, ensure timely delivery of materials, and promote integration of banking solutions with advisory needs.

This role emphasizes a client-first mindset, adherence to policies, and collaboration within a dynamic, in-office culture.

Qualifications

• Client-focused, self-motivated, and results-driven.
• Willingness to learn and adapt to new platforms and tools.
• Strong verbal and written communication skills.

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 Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment 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 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

Microsoft Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management seeks a Client Service Associate to support multiple Financial Advisors, addressing service needs and strengthening client relationships. You will educate clients on the bank’s services, ensure timely delivery of materials, and promote integration of banking solutions with advisory needs.

This role emphasizes a client-first mindset, adherence to policies, and collaboration within a dynamic, in-office culture.