Wealth Management Client Associate — Client Services Pro

Bank of America; Myrtle Beach (SC); On-site; USD 42,000 - 52,000; Full time

Job summary

Bank of America’s Merrill Wealth Management in Myrtle Beach seeks a client service specialist to support multiple Financial Advisors, delivering exceptional service and coordinating client requests.

You will educate clients on banking and investment services, maintain accurate materials, and help manage risk while ensuring a responsive, client-first approach in a fast-paced environment. Proficiency with MS Office and Salesforce is a plus; FINRA SIE/Series licenses are desirable.

Qualifications

• Minimum education: High School Diploma or GED.
• Finance/wealth experience is a plus but not required.
• Strong communication and client service mindset.

Responsibilities

• Provide excellent client service to Merrill Wealth clients and FAs.
• Educate clients on bank services and investment offerings.
• Ensure materials are accurate, timely, and complete.
• Support risk management and adhere to policies and procedures.
• Maintain client relationships and assist with day-to-day team activities.

Skills

Account Mgmt

Client Mgmt

Customer Focus

Issue Mgmt

Oral Communications

Business Development

Client Solutions

Advisory Pipeline

Prioritization

Administrative Services

Emotional Intelligence

Written Communications

Education

High School Diploma

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management in Myrtle Beach seeks a client service specialist to support multiple Financial Advisors, delivering exceptional service and coordinating client requests.

You will educate clients on banking and investment services, maintain accurate materials, and help manage risk while ensuring a responsive, client-first approach in a fast-paced environment. Proficiency with MS Office and Salesforce is a plus; FINRA SIE/Series licenses are desirable.