Wealth Management Client Associate — Client Services

Bank of America; Omaha (NE); On-site; USD 42,000 - 64,000; Full time

Job summary

Merrill Wealth Management seeks a client service associate to provide support to multiple Financial Advisors, delivering tailored banking solutions and superior client care. You will help manage client relationships, coordinate materials, and drive service standards while supporting risk-aware practices.

The role emphasizes a client-first mindset, adaptability to change, and strong communication skills within a dynamic wealth management environment.

Qualifications

• Demonstrates a client-centric mindset and best interests of the client.
• Learns and adapts to new information and technology platforms.
• Enthusiastic self-starter with a strong work ethic and results focus.

Responsibilities

• Provides excellent Client Service to bank clients and educates on offerings.
• Ensures timeliness, accuracy, and completeness in client materials.
• Supports alignment with policies to protect clients and manage risk.
• Identifies and deepens client relationships and communicates outputs to the FA.
• Assists team and covers roles during absences, while keeping 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

Merrill Wealth Management seeks a client service associate to provide support to multiple Financial Advisors, delivering tailored banking solutions and superior client care. You will help manage client relationships, coordinate materials, and drive service standards while supporting risk-aware practices.

The role emphasizes a client-first mindset, adaptability to change, and strong communication skills within a dynamic wealth management environment.