Wealth Management Client Associate: Client Services Pro

Bank of America; Incline Village (NV); On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client service support professional to assist multiple Financial Advisors, delivering onboarding and ongoing client service while aligning with enterprise objectives. You will advocate for clients, follow bank policies, and help protect client interests in a fast-paced environment.

The role emphasizes collaboration with Financial Advisors, cross-functional teamwork, and a commitment to continuous learning in a dynamic wealth management

Qualifications

• Strong client-service focus with the ability to address client needs effectively.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Ability 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 (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 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

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management is seeking a client service support professional to assist multiple Financial Advisors, delivering onboarding and ongoing client service while aligning with enterprise objectives. You will advocate for clients, follow bank policies, and help protect client interests in a fast-paced environment.

The role emphasizes collaboration with Financial Advisors, cross-functional teamwork, and a commitment to continuous learning in a dynamic wealth management