Wealth Management Client Associate - Client Services & Support

Bank of America Corporation; Southlake (TX); On-site; USD 45,000 - 75,000; Full time

Job summary

Bank of America Corporation, through Merrill Wealth Management, seeks a client service professional to support multiple Financial Advisors by delivering exceptional service and tailored banking solutions. This role emphasizes client advocacy, policy alignment, and effective communication with both clients and advisers.

Ideal candidates hold required FINRA licenses or will obtain them within a specified timeframe, and will thrive in a fast-paced environment with attention to detail and risk

Qualifications

• Proven client service experience and ability to educate clients on bank services.
• Strong knowledge of banking policies to support operational excellence and risk management.
• Demonstrates a client-centric mindset with focus on the client’s best interests.

Responsibilities

• Provide excellent client service to bank clients and address service needs.
• Educate clients on bank services, ensure timely and accurate materials.
• Support adherence to policies, procedures, and risk management.
• Deepen client relationships and promote banking offerings in everyday activities.

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

Excel

PowerPoint

Job description

Bank of America Corporation, through Merrill Wealth Management, seeks a client service professional to support multiple Financial Advisors by delivering exceptional service and tailored banking solutions. This role emphasizes client advocacy, policy alignment, and effective communication with both clients and advisers.

Ideal candidates hold required FINRA licenses or will obtain them within a specified timeframe, and will thrive in a fast-paced environment with attention to detail and risk