Wealth Management Client Advisor

Bank of America; United States; On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America is seeking a Client Service Associate for Merrill Wealth Management to support Financial Advisors and their clients. You will educate clients on banking and investment offerings, ensure accurate materials, and help manage risk while strengthening client relationships.

The role requires a client-centric mindset, strong communication, and comfort with Salesforce, Excel, and PowerPoint in a fast-paced environment.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Minimum Education: High School Diploma / GED.

Responsibilities

• Provides excellent Client Service to educate clients on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Assists with aligning practices with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships by promoting banking offerings to complement advisory services.
• Supports day-to-day team activities, covering during absences or seasonal needs with a client-first mindset.

Skills

Client-centric

Learning agility

Work ethic

Communication skills

Attention to detail

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America is seeking a Client Service Associate for Merrill Wealth Management to support Financial Advisors and their clients. You will educate clients on banking and investment offerings, ensure accurate materials, and help manage risk while strengthening client relationships.

The role requires a client-centric mindset, strong communication, and comfort with Salesforce, Excel, and PowerPoint in a fast-paced environment.