Wealth Management Client Associate: Client Services Lead

Bank of America; Pennsylvania; On-site; USD 45,000 - 65,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, seeks a client service professional to support Financial Advisors and advocate for clients. The role emphasizes delivering tailored banking and investment solutions, maintaining strong relationships, and ensuring high service standards.

Candidates should be skilled in client communications, able to navigate fast-paced environments, and committed to ongoing professional growth within a collaborative, in-office culture.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Demonstrates a client-centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Pursuing FINRA SIE, Series 7, and/or Series 66 (63/65 accepted in lieu of 66).
• Experience working with clients, delivering complex solutions and excellent client experience.
• Strong proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.

Responsibilities

• Provides excellent Client Service to educate clients on all bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships by promoting banking offerings to clients and FAs.
• Supports day-to-day team activities and covers roles during absences or seasonal needs with a client-first mindset.

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

Merrill Wealth Management, part of Bank of America, seeks a client service professional to support Financial Advisors and advocate for clients. The role emphasizes delivering tailored banking and investment solutions, maintaining strong relationships, and ensuring high service standards.

Candidates should be skilled in client communications, able to navigate fast-paced environments, and committed to ongoing professional growth within a collaborative, in-office culture.