Wealth Management Client Associate: Client Services Lead

Bank of America Corporation; Austin (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Bank of America is seeking a client service professional to support Merrill Wealth Management advisors. You will serve as the primary contact for clients, educate on services, and ensure timely, accurate client materials while working with Financial Advisors to deepen relationships.

The role emphasizes compliance, risk awareness, and a client-first mindset in a dynamic, in-office culture with flexibility based on responsibilities.

Qualifications

• Current FINRA SIE, Series 7, and Series 66 (or 63/65 accepted) with a timeframe to obtain if needed.
• Strong knowledge of investment products and client service excellence.
• Self-starter with a client-centric approach and results orientation.
• Ability to learn and adapt to new platforms and technology.

Responsibilities

• Provide client service support to Financial Advisors as the primary contact.
• Educate clients on the bank's service and product offerings.
• Ensure timeliness and accuracy of client materials and requests.
• Support risk management and adherence to policies and procedures.
• Build and deepen client relationships while coordinating with the FA.

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 / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America is seeking a client service professional to support Merrill Wealth Management advisors. You will serve as the primary contact for clients, educate on services, and ensure timely, accurate client materials while working with Financial Advisors to deepen relationships.

The role emphasizes compliance, risk awareness, and a client-first mindset in a dynamic, in-office culture with flexibility based on responsibilities.