Wealth Management Client Associate — Client Services Pro

Bank of America; Leawood (KS); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a client service professional to support Financial Advisors by delivering excellent client service across advisory teams in Kansas. Responsibilities include addressing client needs, ensuring timely and accurate materials, and maintaining strong relationships while upholding bank policies and risk controls.

A strong client-centric mindset and adaptability to fintech platforms are essential.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.
• Experience/understanding of FINRA or securities industry basics is desirable.
• Strong proficiency with MS Office and CRM tools.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports compliance with bank policies to protect clients and manage risk.
• Identifies, deepens, and maintains client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences or peak times.

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 is seeking a client service professional to support Financial Advisors by delivering excellent client service across advisory teams in Kansas. Responsibilities include addressing client needs, ensuring timely and accurate materials, and maintaining strong relationships while upholding bank policies and risk controls.

A strong client-centric mindset and adaptability to fintech platforms are essential.