Wealth Management Client Associate - Elevate Client Service

Bank of America; Clearwater (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a Client Service Associate to provide front-line service to Financial Advisors and their clients. You will support enterprise strategic objectives, help with operational excellence, and advocate for clients within the FA's business while tailoring solutions to each need.

The role emphasizes accuracy, timely client materials, policy alignment, and strong communication.

Qualifications

• Must have a client-centric mindset and strong focus on results.
• Ability to learn and adapt to new information and technology platforms.
• Demonstrates professional verbal and written communication skills.

Responsibilities

• Provides excellent Client Service to clients through education on banking offerings.
• Ensures timeliness and accuracy of client materials and follows up on requests.
• Supports adherence to bank policies to protect clients and manage risk.
• Identifies and maintains client relationships, promoting bank offerings to FAs.
• Supports day-to-day team activities and steps in during absences or seasonal needs while maintaining a client-first approach.

Skills

Client-centric mindset

Strong work ethic

Ability to learn new information

Excellent communication skills

Education

High School Diploma / GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team seeks a Client Service Associate to provide front-line service to Financial Advisors and their clients. You will support enterprise strategic objectives, help with operational excellence, and advocate for clients within the FA's business while tailoring solutions to each need.

The role emphasizes accuracy, timely client materials, policy alignment, and strong communication.