Wealth Management Client Associate – Client Service

Bank of America Corporation; Indianapolis (IN); On-site; USD 42,000 - 65,000; Full time

Job summary

Merrill Wealth Management, a unit of Bank of America, seeks a Client Service Associate to support Financial Advisors and clients. You will handle service requests, educate clients on banking and investment products, and ensure compliance with policies while focusing on risk management and client satisfaction.

Ideal candidates bring strong communication skills, a client-centric mindset, and the ability to adapt to a fast-paced environment, with proficiency in Office tools and Salesforce.

Qualifications

• FINRA SIE, Series 7, and Series 66 (63/65 accepted) required or must be obtained within a specified timeframe.
• Advanced knowledge of investment products and financial services.
• Self-starter with a strong work ethic and results focus.
• Client-centric mindset; act in client's best interest at all times.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients through education on bank offerings.
• Ensures timeliness, accuracy, and completeness of client materials and requests.
• Ensures practices align with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships by promoting banking offerings and integration with FAs.
• Supports day-to-day team activities and covers roles during absences 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 / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management, a unit of Bank of America, seeks a Client Service Associate to support Financial Advisors and clients. You will handle service requests, educate clients on banking and investment products, and ensure compliance with policies while focusing on risk management and client satisfaction.

Ideal candidates bring strong communication skills, a client-centric mindset, and the ability to adapt to a fast-paced environment, with proficiency in Office tools and Salesforce.