Wealth Management Client Associate — Client Service & FA Support

Bank of America; Yardley (Bucks County); On-site; USD 52,000 - 70,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client service support professional to assist Financial Advisors and their clients, delivering proactive service, accurate documentation, and risk-conscious guidance in a fast-paced environment.

This in-office role emphasizes collaboration, professional growth, and a client-first mindset, with a 37.5-hour work week and a first-shift start, based in the United States.

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66).
• Knowledge of investment products and services.
• Self-starter with a strong work ethic and results focus.
• Client-centric mindset and client advocacy.
• Able to learn and adapt to new information and technology platforms.
• Experience working with clients and delivering complex solutions.
• Ability to thrive in a fast-paced environment and be detail oriented.
• Commitment to continuous learning and professional growth.
• Good judgment and discretion when handling sensitive information.
• Proficiency with MS Word, Excel, PowerPoint, and Salesforce.
• Strong verbal and written communication skills.

Responsibilities

• Provides excellent Client Service to bank clients by educating them on bank services.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships focusing on banking offerings.
• Supports day-to-day team activities and covers roles during absences or peak periods.

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

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management is seeking a client service support professional to assist Financial Advisors and their clients, delivering proactive service, accurate documentation, and risk-conscious guidance in a fast-paced environment.

This in-office role emphasizes collaboration, professional growth, and a client-first mindset, with a 37.5-hour work week and a first-shift start, based in the United States.