Wealth Management Client Associate: Client Service

Bank of America; Wayzata (MN); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Annual discretionary plan

Job summary

Merrill Wealth Management, a division of Bank of America, is hiring for a client service support role in Wayzata, MN. You will assist Financial Advisors by delivering tailored service solutions, coordinating client materials, and upholding risk controls.

The role emphasizes a client-first approach, cross-functional teamwork, and ongoing learning in a fast-paced environment. On-site work in Wayzata, with comprehensive benefits and growth opportunities.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Experience with investment products and FINRA licenses is desirable.

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 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 Focus

Oral Communications

Written Communications

Administrative Services

Pipeline Management

Prioritization

Emotional Intelligence

Business Development

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management, a division of Bank of America, is hiring for a client service support role in Wayzata, MN. You will assist Financial Advisors by delivering tailored service solutions, coordinating client materials, and upholding risk controls.

The role emphasizes a client-first approach, cross-functional teamwork, and ongoing learning in a fast-paced environment. On-site work in Wayzata, with comprehensive benefits and growth opportunities.