Wealth Management Client Advisor

Bank of America; Tampa (FL); On-site; USD 55,000 - 65,000; Full time

Job summary

Merrill Wealth Management at Bank of America in the United States is seeking a Client Service Associate to support multiple Financial Advisors. You will act as the primary point of contact for clients, handling service requests and educating clients on the bank's offerings.

You will help ensure accuracy in client materials, align practices with policies, and build strong client relationships while supporting teammates in a fast-paced environment that values excellent service and compliance.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Client-centric mindset, always acting in the client’s best interest.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to bank clients by educating on offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up.
• Ensures practices align with bank policies to support excellence and manage risk.
• Identifies, deepens, and maintains client relationships, communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences 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

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Merrill Wealth Management at Bank of America in the United States is seeking a Client Service Associate to support multiple Financial Advisors. You will act as the primary point of contact for clients, handling service requests and educating clients on the bank's offerings.

You will help ensure accuracy in client materials, align practices with policies, and build strong client relationships while supporting teammates in a fast-paced environment that values excellent service and compliance.