Wealth Management Client Associate | Client Services Pro

Bank of America; Los Angeles (CA); On-site; USD 48,000 - 72,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional service to clients in a fast-paced banking environment.

The role emphasizes client advocacy, operational excellence, and adherence to bank policies, with opportunities to deepen client relationships and grow financial knowledge through on-the-job training and collaboration across teams.

Qualifications

• Self-starter with strong work ethic and results focus.
• Client-centric mindset, acts in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Educate clients on bank services to deliver excellent service.
• Ensure timely, accurate client materials and follow up with requests.
• Support compliance with bank policies to reduce risk.
• Deepen client relationships and communicate outputs to FAs.
• Assist team activities and cover roles 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

Job description

Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and deliver exceptional service to clients in a fast-paced banking environment.

The role emphasizes client advocacy, operational excellence, and adherence to bank policies, with opportunities to deepen client relationships and grow financial knowledge through on-the-job training and collaboration across teams.