Wealth Management Client Associate: Elevate Experiences

Bank of America; San Diego (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to provide frontline client service and support for Financial Advisors. This role emphasizes educating clients on banking offerings and ensuring accuracy in materials while maintaining strong client relationships and risk controls.

The position requires a client-centric attitude, strong communication, and the ability to adapt to evolving responsibilities in a fast-paced environment.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Pursuing FINRA SIE, Series 7, and/or Series 66 (63/65 accepted in lieu of 66).
• Industry knowledge of investment products and experience working with clients to deliver solutions.
• Comfort in a fast-paced environment with evolving responsibilities.
• Strong judgment and discretion when handling sensitive information.
• Professional verbal and written communication skills.

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 align 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 promoting the bank's offerings and integration 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 increases, while leading with a client-first mindset.

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 or GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to provide frontline client service and support for Financial Advisors. This role emphasizes educating clients on banking offerings and ensuring accuracy in materials while maintaining strong client relationships and risk controls.

The position requires a client-centric attitude, strong communication, and the ability to adapt to evolving responsibilities in a fast-paced environment.