Wealth Management Client Associate: Advisor Support

Bank of America Corporation; Ohio; On-site; USD 42,000 - 59,000; Full time

Job summary

Bank of America is seeking a Client Service Associate within Merrill Wealth Management to support Financial Advisors and deliver proactive service to clients. You will educate clients on banking offerings and coordinate to fulfill requests with accuracy and timeliness.

You will collaborate with advisors to deepen relationships, ensure policy alignment, and manage day-to-day activities in a fast-paced environment while maintaining a client-first mindset.

Qualifications

• Enthusiastic self-starter with strong work ethic.
• Client-centric mindset, acts in client's best interest.
• Able to learn and adapt to new information and platforms.

Responsibilities

• Provide excellent client service to clients via education on bank offerings.
• Ensure timeliness and accuracy in client materials and requests.
• Align practices with bank policies to support risk management and operational excellence.
• Deepen client relationships by promoting bank offerings within FA-led teams.
• Cover team needs and work onsite when required with a client-first mindset.

Skills

Account Management

Client Management

Customer 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a Client Service Associate within Merrill Wealth Management to support Financial Advisors and deliver proactive service to clients. You will educate clients on banking offerings and coordinate to fulfill requests with accuracy and timeliness.

You will collaborate with advisors to deepen relationships, ensure policy alignment, and manage day-to-day activities in a fast-paced environment while maintaining a client-first mindset.