Wealth Management Client Associate - Client Service Lead

Bank of America; Manasquan (NJ); On-site; USD 60,000 - 85,000; Full time

Job summary

Bank of America is seeking a Wealth Management Client Associate to provide trusted service to Merrill clients within an in-office, collaborative environment. You will assist Financial Advisors with day-to-day requests, educate clients on the bank's wealth and banking offerings, and help execute enterprise objectives with a client-first mindset.

The role emphasizes accuracy, risk awareness, and strong communication as you coordinate across platforms and teams to deliver tailored solutions to

Qualifications

• Demonstrates a client-centric mindset and commitment to results.
• Must understand investment products and financial services.
• Willingness to learn and adapt to new platforms and information.
• Exceptional verbal and written communication skills.

Responsibilities

• Provides excellent client service to Merrill clients and educates on bank offerings.
• Ensures timeliness and accuracy in client materials and requests.
• Aligns practices with bank policies to support risk management and operational excellence.
• Deepens client relationships by promoting banking solutions to Financial Advisors.
• Supports day-to-day team activities and covers roles during absences or peak periods.

Skills

Client Focus

Strong Work Ethic

Self-starter

Communication skills

Learning agility

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a Wealth Management Client Associate to provide trusted service to Merrill clients within an in-office, collaborative environment. You will assist Financial Advisors with day-to-day requests, educate clients on the bank's wealth and banking offerings, and help execute enterprise objectives with a client-first mindset.

The role emphasizes accuracy, risk awareness, and strong communication as you coordinate across platforms and teams to deliver tailored solutions to