Wealth Management Client Associate — Client Services & Growth

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

Job summary

Bank of America is seeking a Client Service Associate within Merrill Wealth Management to provide top-tier client support and act as the primary contact for clients and Financial Advisors. You will tailor solutions to client needs while ensuring accuracy and compliance with policies.

The role emphasizes collaboration, in-office culture, and a client-first mindset, with opportunities for growth within a leading wealth management organization.

Qualifications

• Customer-focused, with a strong work ethic and results orientation.
• Ability to learn and adapt to new technology platforms.
• FINRA SIE, Series 7 and/or Series 66 preferred; 63/65 accepted in lieu of 66.

Responsibilities

• Provide exceptional client service to bank clients and educate them on banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials and requests.
• Align practices with bank policies to support operational excellence and risk management.
• Deepen client relationships by promoting bank offerings and coordinating with Financial Advisors.
• Support day-to-day team activities and cover roles during absences with a client-first mindset.

Skills

Client-centric

Self-starter

Learning agility

Communication skills

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a Client Service Associate within Merrill Wealth Management to provide top-tier client support and act as the primary contact for clients and Financial Advisors. You will tailor solutions to client needs while ensuring accuracy and compliance with policies.

The role emphasizes collaboration, in-office culture, and a client-first mindset, with opportunities for growth within a leading wealth management organization.