Wealth Management Client Associate - Client Service Pro

Bank of America; Lake Oswego (OR); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Client Associate to support financial advisors and serve clients with a high level of service. The role emphasizes client education on banking offerings, collaboration with the advisory team, and timely, accurate handling of client materials.

The position supports a fast-paced environment, requires strong communication skills, and offers opportunities for growth within the wealth management division.

Qualifications

• Demonstrates a client-centric mindset and focus on delivering excellent service.
• Ability to learn and adapt to new information and technology platforms.
• Experience working with clients, delivering solutions, and providing an outstanding client experience.

Responsibilities

• Provides excellent client service by educating clients on bank services and offerings.
• Maintains timeliness and accuracy in client materials and follows up on requests.
• Ensures practices align with bank policies to support risk management.
• Identifies, deepens, and maintains client relationships and communicates outputs to the FA.
• Supports day-to-day team activities and covers roles during absences with a client-first mindset.

Skills

Client Management

Account Management

Relationship Building

Communication

Problem Solving

Education

High School Diploma

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

Bank of America Merrill Wealth Management is seeking a Client Associate to support financial advisors and serve clients with a high level of service. The role emphasizes client education on banking offerings, collaboration with the advisory team, and timely, accurate handling of client materials.

The position supports a fast-paced environment, requires strong communication skills, and offers opportunities for growth within the wealth management division.