Wealth Management Client Associate: Client Services & Advisor Support

Bank of America; Washington (District of Columbia); On-site; USD 35,817 - 61,992; Full time

Benefits offered by this job

Benefits eligible

Pay transparency

On-site work as needed

Job summary

Bank of America’s Merrill Wealth Management in Washington, DC is seeking a Client Service Associate to support Financial Advisors and clients with service needs, account actions, and cross-functional requests.

You will be the main point of contact, ensuring timely, accurate materials, protecting client information, and promoting the firm’s banking and investment offerings. A client-centric mindset and strong communication are essential.

Qualifications

• Currently holds FINRA SIE, Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
• Possesses advanced industry knowledge and an understanding of investment products
• Demonstrates a client-centric mindset with strong work ethic and results focus
• Shows ability to learn and adapt to new information and technology platforms
• Has experience delivering excellent client experience in a fast-paced environment
• Excellent verbal and written communication skills

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 requests
• Assists with ensuring practices align with bank policies to support operational excellence and manage risk
• Identifies, deepens, and maintains client relationships by promoting the bank’s offerings in day-to-day activities
• Supports day-to-day team activities, covering roles in absence or seasonal needs with a client-first mindset

Skills

Account Management

Client Management

Customer Focus

Issue Management

Written Communications

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

Salesforce

PowerPoint

Job description

Bank of America’s Merrill Wealth Management in Washington, DC is seeking a Client Service Associate to support Financial Advisors and clients with service needs, account actions, and cross-functional requests.

You will be the main point of contact, ensuring timely, accurate materials, protecting client information, and promoting the firm’s banking and investment offerings. A client-centric mindset and strong communication are essential.