Wealth Management Client Associate - Client Services

Bank of America; Nashville (TN); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Bank of America, Merrill Wealth Management, seeks a Client Service professional to support Financial Advisors and their clients. You will be the primary contact for service needs, educate clients on offerings, and help ensure timely, accurate client materials while upholding risk controls.

The role emphasizes a client-centric approach, adaptability to new platforms, and collaboration with advisory teams to deliver tailored banking and investment solutions.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client‑first mindset.

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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America, Merrill Wealth Management, seeks a Client Service professional to support Financial Advisors and their clients. You will be the primary contact for service needs, educate clients on offerings, and help ensure timely, accurate client materials while upholding risk controls.

The role emphasizes a client-centric approach, adaptability to new platforms, and collaboration with advisory teams to deliver tailored banking and investment solutions.