Wealth Management Client Associate — Client Services Pro

Bank of America; Oklahoma City (OK); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Employee benefits

Job summary

Bank of America’s Merrill Wealth Management team seeks a client service professional to support Financial Advisors, educate clients on services, and help manage day-to-day client needs. You will be the primary contact for clients, ensuring timely responses and accurate materials, while upholding bank policies and risk controls.

Ideal candidates bring a client-centric mindset, adaptability to new platforms, and solid communication skills.

Qualifications

• Requires customer service mindset and ability to educate clients on bank services.
• Experience or familiarity with investment products is a plus.
• Strong communication and problem-solving skills are required.

Responsibilities

• Provide excellent client service to Merrill clients and assist Financial Advisors.
• Ensure timeliness and accuracy of client materials and requests.
• Support adherence to bank policies to mitigate risk and protect clients.
• Deepen client relationships by highlighting bank offerings in day-to-day activities.
• Cover team needs during absences or peak times 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

Tools

Salesforce

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management team seeks a client service professional to support Financial Advisors, educate clients on services, and help manage day-to-day client needs. You will be the primary contact for clients, ensuring timely responses and accurate materials, while upholding bank policies and risk controls.

Ideal candidates bring a client-centric mindset, adaptability to new platforms, and solid communication skills.