Wealth Management Client Associate — Client Service Pro

Bank of America Corporation; Portage (WI); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America Corporation’s Merrill Wealth Management team seeks a dedicated client service professional to support Financial Advisors and Wealth Management Client Associates. You will be the primary contact for clients, educating them on offerings and ensuring accurate materials while protecting client needs.

You will help deepen client relationships, coordinate with advisors, and maintain service excellence in a fast-paced banking environment with a focus on risk management and ethical

Qualifications

• Demonstrates a client-centric mindset with focus on clients' best interests.
• Ability to learn and adapt to new information and technology platforms.
• Strong communication and collaboration skills across teams.

Responsibilities

• Provide excellent client service to Merrill Wealth Management clients and educate them on bank offerings.
• Maintain timeliness and accuracy in client materials and follow up on requests.
• Ensure practices align with bank policies to support risk management.
• Identify and deepen client relationships while coordinating with Financial Advisors.
• Support day-to-day team activities and cover 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 / Secondary School or equivalent

Job description

Bank of America Corporation’s Merrill Wealth Management team seeks a dedicated client service professional to support Financial Advisors and Wealth Management Client Associates. You will be the primary contact for clients, educating them on offerings and ensuring accurate materials while protecting client needs.

You will help deepen client relationships, coordinate with advisors, and maintain service excellence in a fast-paced banking environment with a focus on risk management and ethical