Wealth Management Client Associate — Client Services & Growth

Bank of America; Saint Paul (MN); On-site; USD 71,635,000 - 126,078,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive eligible

Job summary

Bank of America in Saint Paul, MN, is seeking a Merrill Wealth Management client service professional to support Financial Advisors and enhance client relationships. You will address client needs, educate on banking offerings, and ensure timely materials.

The role emphasizes a client-centric approach, willingness to learn new platforms, and teamwork in a fast-paced environment, with on-site work and pay range details disclosed in-branch.

Qualifications

• High School Diploma or GED required.
• Strong work ethic with results focus.
• Client-centric mindset and discretion.

Responsibilities

• Provide excellent client service to Merrill Wealth Management clients.
• Educate clients on bank services and offerings.
• Ensure timeliness and accuracy of client materials; follow up on requests.
• Support Financial Advisors and maintain client relationships.
• Collaborate with team to cover roles during absences or peak periods.

Skills

Client Management

Communication

Attention to detail

Learning agility

Team collaboration

Education

High School Diploma or GED

Tools

Salesforce

Microsoft Office

Job description

Bank of America in Saint Paul, MN, is seeking a Merrill Wealth Management client service professional to support Financial Advisors and enhance client relationships. You will address client needs, educate on banking offerings, and ensure timely materials.

The role emphasizes a client-centric approach, willingness to learn new platforms, and teamwork in a fast-paced environment, with on-site work and pay range details disclosed in-branch.