Wealth Management Client Associate — Client Services

Bank of America; Mount Laurel Township (NJ); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client services professional to support Financial Advisors by delivering high-quality client service and education on bank offerings.

The role emphasizes accuracy in client materials, risk-aware practices, and proactive communication with FAs. Candidates should be adaptable, client-focused, and comfortable working in a fast-paced environment with onsite requirements.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Client-centric mindset, always acts in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients by educating them on all bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client/FA requests.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies, deepens, and maintains client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences or peak periods.

Skills

Account Management

Client Management

Customer Focus

Relationship Building

Oral Communications

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Bank of America Merrill Wealth Management is seeking a client services professional to support Financial Advisors by delivering high-quality client service and education on bank offerings.

The role emphasizes accuracy in client materials, risk-aware practices, and proactive communication with FAs. Candidates should be adaptable, client-focused, and comfortable working in a fast-paced environment with onsite requirements.