Wealth Management Client Associate — Client-Focused Support

Bank of America; Frederick (MD); On-site; USD 71,635,200 - 126,077,952; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America, Merril Wealth Management, seeks a client service professional to support Financial Advisors by delivering exceptional client service and tailored banking solutions. This role emphasizes building client relationships and aligning solutions with client needs.

The position requires adaptability, financial industry knowledge, and strong communication, with on-site attendance and a client-first mindset.

Qualifications

• Self-starter with strong work ethic and results focus.
• Client-centric mindset; act in the best interest of the client.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service by educating clients on banking offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Supports risk management and compliance with bank policies and procedures.
• Identifies and deepens client relationships by promoting bank offerings to clients and FAs.
• Supports day-to-day team activities and covers roles as needed.

Skills

Client service

Client focus

Adaptability

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Communication

Education

High School Diploma

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America, Merril Wealth Management, seeks a client service professional to support Financial Advisors by delivering exceptional client service and tailored banking solutions. This role emphasizes building client relationships and aligning solutions with client needs.

The position requires adaptability, financial industry knowledge, and strong communication, with on-site attendance and a client-first mindset.