Wealth Management Client Associate — Client Solutions Specialist

Bank of America; North Dakota; On-site; USD 52,000 - 72,000; Full time

Job summary

Merrill Wealth Management, the wealth advisory arm of Bank of America, seeks a client service professional to support Financial Advisors and manage client requests. The role emphasizes service excellence and collaboration in an in-office culture.

You will respond to client inquiries, prepare materials, ensure compliance, deepen relationships, and contribute to enterprise objectives while maintaining a client-first approach.

Qualifications

• High School Diploma or GED required.
• Familiarity with financial services a plus.
• Strong communication and client-service mindset.

Responsibilities

• Provide exemplary client service to Merrill clients.
• Support Financial Advisors with client materials and requests.
• Ensure alignment with bank policies and risk procedures.
• Deepen client relationships while integrating banking solutions.
• Cover team duties during absences with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Written Communications

Administrative Services

Pipeline Management

Emotional Intelligence

Prioritization

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management, the wealth advisory arm of Bank of America, seeks a client service professional to support Financial Advisors and manage client requests. The role emphasizes service excellence and collaboration in an in-office culture.

You will respond to client inquiries, prepare materials, ensure compliance, deepen relationships, and contribute to enterprise objectives while maintaining a client-first approach.