Wealth Management Client Associate — Client Services Pro

Bank of America; Grand Rapids (MI); On-site; USD 45,000 - 60,000; Full time

Job summary

Bank of America’s Merrill Wealth Management unit seeks a Client Service Support professional to assist Financial Advisors by delivering high-quality client service and relationship management. The role emphasizes education on banking offerings, timely materials handling, and risk-aware support in a fast-paced environment.

The position requires strong communication, problem-solving, and adaptability with exposure to FINRA-related concepts and core banking processes.

Qualifications

• High school diploma or equivalent required.
• Strong client service and communication skills.
• Ability to learn new technology platforms and adapt quickly.

Responsibilities

• Provides excellent Client Service to 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 (FA) 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 focus

Written communications

Oral communications

Team collaboration

Sales support

Problem solving

Emotional intelligence

Communication skills

Education

High School Diploma/GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management unit seeks a Client Service Support professional to assist Financial Advisors by delivering high-quality client service and relationship management. The role emphasizes education on banking offerings, timely materials handling, and risk-aware support in a fast-paced environment.

The position requires strong communication, problem-solving, and adaptability with exposure to FINRA-related concepts and core banking processes.