Wealth Management Client Associate - Client Growth

Bank of America; Pennsylvania; Hybrid; USD 52,000 - 68,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a Client Associate to deliver premier client service and coordinate client materials for Financial Advisors. You will educate clients on bank offerings, ensure accuracy, and help manage risk by aligning with bank policies.

The role supports team needs and fosters a client-first mindset across daily activities. Ideal candidates are highly motivated self-starters who prioritize client-centric service, adapt to new technology, and maintain strong

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

Oral Communications

Written Communications

Business Development

Client Solutions

Administrative Services

Emotional Intelligence

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management seeks a Client Associate to deliver premier client service and coordinate client materials for Financial Advisors. You will educate clients on bank offerings, ensure accuracy, and help manage risk by aligning with bank policies.

The role supports team needs and fosters a client-first mindset across daily activities. Ideal candidates are highly motivated self-starters who prioritize client-centric service, adapt to new technology, and maintain strong