Wealth Management Client Associate — Client-Centric Support

Bank of America; Washington; On-site; USD 71,635,000 - 127,290,000; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America's Merrill Wealth Management in Washington, DC is seeking a client service professional to support multiple Financial Advisors. You will be the primary point of contact, tailoring solutions and ensuring timely, accurate service for clients and FAs.

The role emphasizes client advocacy, relationship building, and collaboration in a fast-paced environment. Strong Excel/Salesforce skills and a commitment to ongoing learning are valued.

Qualifications

• Must be an enthusiastic, self-starter with a strong work ethic and results focus.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Professional verbal and written communication skills.

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 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

Client management

Account management

Communication

Adaptability

Salesforce

Microsoft Office

Technical proficiency

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Office

Job description

Bank of America's Merrill Wealth Management in Washington, DC is seeking a client service professional to support multiple Financial Advisors. You will be the primary point of contact, tailoring solutions and ensuring timely, accurate service for clients and FAs.

The role emphasizes client advocacy, relationship building, and collaboration in a fast-paced environment. Strong Excel/Salesforce skills and a commitment to ongoing learning are valued.