Wealth Management Client Associate: Client-First Advisor Support

Bank of America; Irvine (CA); On-site; USD 45,000 - 75,000; Full time

Job summary

Bank of America's Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors. You will deliver high-quality service, educate clients on banking offerings, and help drive enterprise objectives.

This role emphasizes accuracy, risk awareness, and relationship building, with opportunities to cover team needs, adapt to changing priorities, and grow professionally in a fast-paced wealth management environment.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the ability to learn and adapt to new information and technology platforms

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

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America's Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors. You will deliver high-quality service, educate clients on banking offerings, and help drive enterprise objectives.

This role emphasizes accuracy, risk awareness, and relationship building, with opportunities to cover team needs, adapt to changing priorities, and grow professionally in a fast-paced wealth management environment.