Wealth Management Client Associate — Elevate Client Experience

Bank of America; Charlotte (NC); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America, Merrill Wealth Management, is seeking a Client Service Associate to support Financial Advisors by delivering outstanding client service and coordinating day-to-day activities. You will educate clients on banking and investment services, maintain accurate materials, and help protect client relationships with a client-first mindset.

You will work in a fast-paced environment, engaging with clients and the FA team to address needs, process requests, and promote solutions while

Qualifications

• Must have client-service orientation and strong communication skills.
• Ability to manage multiple tasks and deadlines with accuracy.
• Strong relationship-building and interpersonal skills.
• Proficiency with MS Word, Excel, PowerPoint, and Salesforce.

Responsibilities

• Provides excellent Client Service to Merrill clients and supports Financial Advisors (FAs).
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Aligns practices with bank policies to support risk management and operational excellence.
• Identifies opportunities to deepen client relationships and promote banking solutions.
• Supports day-to-day team activities and coverage during absences with a client-first mindset.

Job description

Bank of America, Merrill Wealth Management, is seeking a Client Service Associate to support Financial Advisors by delivering outstanding client service and coordinating day-to-day activities. You will educate clients on banking and investment services, maintain accurate materials, and help protect client relationships with a client-first mindset.

You will work in a fast-paced environment, engaging with clients and the FA team to address needs, process requests, and promote solutions while