Wealth Management Client Associate — Client Solutions & Growth

Bank of America; San Mateo (CA); On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America is seeking a client service professional to support Merrill Wealth Management advisors in delivering comprehensive wealth solutions. You will educate clients on bank offerings and ensure timely, accurate materials while maintaining strong risk controls.

The role emphasizes a client-first mindset, collaboration with financial advisors, and the ability to adapt to evolving responsibilities in a fast-paced environment. Local on-site work in San Mateo, CA is expected.

Qualifications

• Strong client service orientation with focus on quality and accuracy.
• Ability to learn new information and adapt to technology platforms.
• Demonstrates a client-centric mindset and professional communication.

Responsibilities

• Provides excellent client service to bank clients by educating them on offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support excellence, protect clients and manage risk.
• Identifies and deepens client relationships while promoting banking solutions to FAs.
• Supports day-to-day team activities and steps in during absences with a client-first approach.

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 Office

Job description

Bank of America is seeking a client service professional to support Merrill Wealth Management advisors in delivering comprehensive wealth solutions. You will educate clients on bank offerings and ensure timely, accurate materials while maintaining strong risk controls.

The role emphasizes a client-first mindset, collaboration with financial advisors, and the ability to adapt to evolving responsibilities in a fast-paced environment. Local on-site work in San Mateo, CA is expected.