Wealth Management Client Associate: Client Solutions & Service

Bank of America; Mandeville (LA); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is hiring a Client Service Associate to support multiple Financial Advisors with client services, education on offerings, and timely delivery of materials.

The role emphasizes a client-centric mindset, adherence to policies, and collaborative teamwork within the FA group; onsite in Mandeville, LA, with standard 37.5-hour weeks and office-based duties.

Qualifications

• High School diploma or GED equivalent.
• Experience handling client inquiries and delivering a strong client experience.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

Skills

Account Management

Client Management

Oral Communications

Written Communications

Sales

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 is hiring a Client Service Associate to support multiple Financial Advisors with client services, education on offerings, and timely delivery of materials.

The role emphasizes a client-centric mindset, adherence to policies, and collaborative teamwork within the FA group; onsite in Mandeville, LA, with standard 37.5-hour weeks and office-based duties.