Wealth Management Client Associate

Bank of America; Birmingham (AL); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America in Birmingham, Alabama is seeking a Client Service Specialist to support Financial Advisors and enhance client service delivery. The role requires ensuring timely and accurate responses to client needs and requests.

Ideal candidates are enthusiastic self-starters with strong communication skills and the ability to learn quickly. Responsibilities include educating clients on banking offerings and maintaining strong client relationships.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provide excellent client service by educating clients on bank offerings.
• Ensure timeliness, accuracy, and completeness of client materials.
• Support team activities and cover roles during absences.

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

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a Client Service Specialist to support multiple Financial Advisors (FAs) and enhance the delivery of banking and investment services to clients. The role serves as the primary point of contact within Merrill, ensuring timely, accurate, and complete service for FA requests and client needs.

Responsibilities

• Provide excellent client service by educating clients on bank offerings and supporting their financial goals.
• Ensure timeliness, accuracy, and completeness of client materials, following up on all client and FA requests.
• Assist in maintaining alignment with bank policies and procedures to support operational excellence and risk management.
• Identify, deepen, and maintain client relationships, promoting the incorporation of banking services into day‑to‑day practices and communicating outcomes to the FA.
• Support team activities and cover roles during absences or seasonal increases, always prioritizing a client‑first mindset.

Required Qualifications

Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Ability to learn and adapt to new information and technology platforms.

Desired Qualifications

• FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66 credentials.
• Industry knowledge and understanding of investment products.
• Comfort in a fast‑paced, evolving environment.
• Detail‑oriented, with a commitment to personal development and client experience excellence.
• Ability to work quickly to fulfill client needs and deliver complex solutions.
• Frequent communication and discretion with sensitive information.
• Proficient in Microsoft Word, Excel, PowerPoint; experience with Salesforce is a plus.
• Professional verbal and written communication skills.

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.

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

Shift

1st shift (United States of America)

Hours Per Week

37.5

Privacy Statement

https://careers.bankofamerica.com/en-us/privacy-notice

Pay Transparency

https://careers.bankofamerica.com/en-us/pay-transparency