Wealth Management Client Associate - Client Services Lead

Bank of America; Washington; On-site; USD 36,000 - 62,000; Full time

Benefits offered by this job

Discretionary incentive plan

Benefits

Job summary

Bank of America Merrill Wealth Management seeks a Client Service Associate to support Financial Advisors with client onboarding, requests, and service delivery. The role emphasizes a client-first mindset and collaboration within an in-office culture.

The position involves educating clients about banking and investment offerings, maintaining risk controls, and coordinating with FA teams to deliver tailored solutions while adapting to changing needs.

Qualifications

• High School Diploma or GED required.
• Experience in client service and relationship management.
• Ability to learn technology platforms and banking products.
• Strong attention to detail and confidentiality.

Responsibilities

• Provide excellent client service to educate clients on bank offerings.
• Ensure timely, accurate, and complete client materials; follow up on requests.
• Align practices with bank policies to protect clients and manage risk.
• Identify and deepen client relationships, promoting banking solutions.
• Support day-to-day team activities, covering roles during absences.

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

Tools

Salesforce

Microsoft Office

Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management seeks a Client Service Associate to support Financial Advisors with client onboarding, requests, and service delivery. The role emphasizes a client-first mindset and collaboration within an in-office culture.

The position involves educating clients about banking and investment offerings, maintaining risk controls, and coordinating with FA teams to deliver tailored solutions while adapting to changing needs.