Wealth Management Client Associate — Client Services Pro

Bank of America; Saint Louis (LA); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Bank of America is seeking a Client Service Associate within Merrill Wealth Management in the United States. You will support Financial Advisors, address client service needs, and educate clients on the bank’s offerings to build trusted relationships.

The role emphasizes collaboration, accuracy, and risk awareness, with a client-first mindset and opportunities for growth within a dynamic wealth management environment.

Qualifications

• Enthusiastic self-starter with strong work ethic.
• Client-centric mindset focused on client needs.
• Ability to learn and adapt to new information and platforms.

Responsabilités

• Provide excellent client service and educate clients on services.
• Ensure timely, accurate client materials and respond to requests.
• Ensure practices align with bank policies to manage risk.
• Identify and deepen client relationships while promoting bank offerings.
• Support day-to-day team activities and cover roles as needed.

Connaissances

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Formation

High School Diploma / GED

Outils

Microsoft Word

Excel

PowerPoint

Salesforce

Description du poste

Bank of America is seeking a Client Service Associate within Merrill Wealth Management in the United States. You will support Financial Advisors, address client service needs, and educate clients on the bank’s offerings to build trusted relationships.

The role emphasizes collaboration, accuracy, and risk awareness, with a client-first mindset and opportunities for growth within a dynamic wealth management environment.