Wealth Management Client Associate — Client Services Lead

Bank of America; Wilmington (NC); On-site; USD 42,000 - 68,000; Full time

Job summary

Bank of America’s Merrill Wealth Management in the United States is seeking a Client Service Associate to support multiple Financial Advisors, delivering responsive service and tailored banking solutions to clients.

You will handle client requests, ensure accuracy of materials, protect client information, and help deepen relationships while collaborating with advisors. The role emphasizes a client-first mindset, continuous learning, and adaptability in a fast-paced environment.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Client-centric mindset, always acting in the client''s best interest.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank''s clients through educating them on all of the bank''s service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
• Assists with ensuring practices are in alignment with the bank''s policies and procedures to support operational excellence, protect the bank''s clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank''s offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading 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

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management in the United States is seeking a Client Service Associate to support multiple Financial Advisors, delivering responsive service and tailored banking solutions to clients.

You will handle client requests, ensure accuracy of materials, protect client information, and help deepen relationships while collaborating with advisors. The role emphasizes a client-first mindset, continuous learning, and adaptability in a fast-paced environment.