Wealth Management Client Associate - Advisor Support

Bank of America; Charlotte Amalie (United States Virgin Islands); On-site; USD 50,000 - 80,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a client service specialist to support Financial Advisors, delivering outstanding service and advocating for clients while aligning with enterprise objectives.

You will manage client materials, coordinate with FA teams, and promote banking solutions; requires strong communication, adaptability, and proficiency with Excel, Word, PowerPoint and Salesforce; on-site role with 37.5 hours per week.

Qualifications

• Client-centric mindset and focus on delivering exceptional service
• Ability to learn and adapt to new information and technology platforms
• Self-starter with strong work ethic and results orientation

Responsibilities

• Provide excellent client service to Merrill Wealth Management clients and educate on bank services
• Coordinate with Financial Advisors to address client and FA requests, ensuring timeliness and accuracy
• Assure compliance with bank policies to support risk management and operational excellence
• Identify and deepen client relationships through banking solutions and communication with FAs
• Cover team roles as needed and contribute to client-first service culture

Skills

Client Service

Account Management

Client Focus

Oral Communications

Written Communications

Pipeline Management

Business Development

Administrative Services

Emotional Intelligence

Referral Identification

Education

FINRA SIE/Series 7/66 (63/65 accepted)

Tools

Salesforce

Excel

Word

PowerPoint

Job description

Bank of America Merrill Wealth Management seeks a client service specialist to support Financial Advisors, delivering outstanding service and advocating for clients while aligning with enterprise objectives.

You will manage client materials, coordinate with FA teams, and promote banking solutions; requires strong communication, adaptability, and proficiency with Excel, Word, PowerPoint and Salesforce; on-site role with 37.5 hours per week.