Wealth Management Client Associate: Client Services

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

Benefits offered by this job

Discretionary incentive

Benefits program

Job summary

Bank of America is seeking a Client Service Associate within Merrill Wealth Management in California. The role supports Financial Advisors by addressing client needs, educating clients on bank services, and ensuring accurate client materials are prepared with timely follow-ups.

You will work on a team focused on risk management, policy adherence, and a client-first approach in a fast-paced environment. On-site presence in the CA office is required.

Qualifications

• Minimum education is high school diploma or equivalent.
• Experience with client service and financial products is preferred.

Responsibilities

• Provides excellent client service to Merrill clients through educating them on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports practices in alignment with bank policies to protect clients and manage risk.
• Identifies and deepens client relationships by promoting bank offerings.
• Supports day-to-day team activities and coverage during absences or seasonal needs.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma or GED

Job description

Bank of America is seeking a Client Service Associate within Merrill Wealth Management in California. The role supports Financial Advisors by addressing client needs, educating clients on bank services, and ensuring accurate client materials are prepared with timely follow-ups.

You will work on a team focused on risk management, policy adherence, and a client-first approach in a fast-paced environment. On-site presence in the CA office is required.