Wealth Management Client Associate - Client Services Lead

Bank of America; Kansas City (MO); On-site; USD 52,000 - 78,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering exceptional client service and tailored wealth solutions. You will coordinate client requests, ensure timely materials, and help manage risk and compliance across service activities.

The role emphasizes a client-centric mindset, strong communication, and proficiency with common MS Office tools and Salesforce.

Qualifications

• Mentions FINRA SIE, Series 7, and Series 66 licenses; 63/65 accepted in lieu of 66, to be obtained if not held.
• Strong knowledge of investment products and a client-centric mindset.
• Self-motivated with a strong work ethic and results focus.

Responsibilities

• Provide excellent client service to Merrill clients and educate on service offerings
• Ensure timeliness and accuracy in client materials and follow up on requests
• Support risk management and alignment with bank policies and procedures

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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering exceptional client service and tailored wealth solutions. You will coordinate client requests, ensure timely materials, and help manage risk and compliance across service activities.

The role emphasizes a client-centric mindset, strong communication, and proficiency with common MS Office tools and Salesforce.