Wealth Management Client Associate — Client-First Support

Bank of America; Mount Pleasant (SC); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Client Service Associate to provide exceptional client service and support to multiple Financial Advisors. The role emphasizes delivering tailored financial services, ensuring accurate materials, and maintaining risk-aware, compliant processes.

You will collaborate closely with FAs, leverage Salesforce, and uphold a client-first mindset in a fast-paced, highly relational environment.

Qualifications

• Provide client service support to potentially multiple Financial Advisors (FAs).
• Ensure timeliness, accuracy, and completeness in client materials and requests.
• Align practices with bank policies to support operational excellence and risk management.
• Identify, deepen, and maintain client relationships by promoting bank offerings.
• Cover day-to-day team needs in absences or seasonal peaks with a client-first mindset.

Responsibilities

• Provide excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensure timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assist 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
• Identify, deepens, and maintains client relationships through emphasizing bank 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 focus

Communication

Problem solving

Team collaboration

Adaptability

Education

High School Diploma

FINRA SIE

Series 7

Series 66

Tools

Salesforce

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Bank of America Merrill Wealth Management is seeking a Client Service Associate to provide exceptional client service and support to multiple Financial Advisors. The role emphasizes delivering tailored financial services, ensuring accurate materials, and maintaining risk-aware, compliant processes.

You will collaborate closely with FAs, leverage Salesforce, and uphold a client-first mindset in a fast-paced, highly relational environment.