Wealth Management Client Associate - Client-Focused Support

Bank of America; Dallas (TX); On-site; USD 55,000 - 71,000; Full time

Job summary

Bank of America in the United States is seeking a client service specialist to support Financial Advisors, advance enterprise objectives, and advocate for clients within a fast-paced banking environment. The role emphasizes collaboration, compliance, and client advocacy.

The role focuses on timely, accurate client materials, risk-aware practices, and deepening client relationships while collaborating across teams. Proficiency with Microsoft Word, Excel, PowerPoint and Salesforce is a plus.

Qualifications

• Includes providing client service support to Financial Advisors and addressing service needs within Merrill.
• Requires understanding of investment products and the ability to educate clients on bank offerings.

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

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America in the United States is seeking a client service specialist to support Financial Advisors, advance enterprise objectives, and advocate for clients within a fast-paced banking environment. The role emphasizes collaboration, compliance, and client advocacy.

The role focuses on timely, accurate client materials, risk-aware practices, and deepening client relationships while collaborating across teams. Proficiency with Microsoft Word, Excel, PowerPoint and Salesforce is a plus.