Wealth Management Client Advisor - Client Services

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

Job summary

Bank of America’s Merrill Wealth Management team is seeking a Client Services Associate to support Financial Advisors and their clients. The role focuses on delivering excellent client service, advocacy, and tailored banking and investment solutions.

You will act as the primary point of contact within Merrill to handle service needs, ensure accuracy of materials, and maintain strong relationships in a fast-paced, collaborative in-office environment.

Qualifications

• Client-centric mindset and ability to address client needs promptly.
• Ability to learn and adapt to new technology platforms.
• Strong attention to detail and risk awareness.

Responsibilities

• Provide client service support to Financial Advisors and clients.
• Ensure timely, accurate materials and respond to requests.
• Align practices with bank policies to support risk management.
• Build client relationships and promote banking solutions.
• Support day-to-day team activities and cover roles as needed.

Skills

Client-focused mindset

Strong work ethic

Learn and adapt to new information

Excellent communication

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management team is seeking a Client Services Associate to support Financial Advisors and their clients. The role focuses on delivering excellent client service, advocacy, and tailored banking and investment solutions.

You will act as the primary point of contact within Merrill to handle service needs, ensure accuracy of materials, and maintain strong relationships in a fast-paced, collaborative in-office environment.