Wealth Management Client Advisor

Bank of America; Worcester (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors with client requests, documentation, and issue resolution. You will act as a trusted point of contact, helping tailor banking and investment solutions to client needs.

The role emphasizes proactive service, risk awareness, and collaboration across teams, with opportunities for professional growth in a fast-paced, in-office environment.

Qualifications

• Customer-focused professional with a client-centric mindset and strong work ethic.
• Ability to learn and adapt to new information and technology platforms.
• Strong communication skills and attention to detail.

Responsibilities

• Provides excellent Client Service to clients by educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Supports operational excellence and risk management by aligning practices with policies.
• Identifies and deepens client relationships while promoting banking solutions.
• Supports day-to-day team activities and covers roles during absences or peak times.

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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors with client requests, documentation, and issue resolution. You will act as a trusted point of contact, helping tailor banking and investment solutions to client needs.

The role emphasizes proactive service, risk awareness, and collaboration across teams, with opportunities for professional growth in a fast-paced, in-office environment.