Wealth Management Client Associate — Client Advocate

Talentify; Idaho; On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is posting a Wealth Management Client Associate role in Idaho. You will provide client service support to multiple Financial Advisors, addressing client needs and promoting the bank's offerings through proactive engagement.

You will ensure timely, accurate materials, deepen client relationships, and collaborate with the FA to deliver tailored solutions while maintaining risk controls and compliance. This in-office role supports Merrill Wealth Management’s client-first approach.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America is posting a Wealth Management Client Associate role in Idaho. You will provide client service support to multiple Financial Advisors, addressing client needs and promoting the bank's offerings through proactive engagement.

You will ensure timely, accurate materials, deepen client relationships, and collaborate with the FA to deliver tailored solutions while maintaining risk controls and compliance. This in-office role supports Merrill Wealth Management’s client-first approach.