Wealth Management Client Associate — Elevate the Client Experience

Bank of America; Oak Brook (IL); On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team is seeking a diligent Client Service Associate to support Financial Advisors by delivering exceptional client service and tailoring solutions to client needs. The role emphasizes accuracy, policy alignment, and proactive relationship development.

Strong communication skills and proficiency with Word, Excel, PowerPoint, and Salesforce are essential. On-site at Oak Brook with standard business hours and a client-first mindset.

Qualifications

• Minimum education requirement: High School Diploma / GED / Secondary School or equivalent.
• Demonstrates client-centric mindset and strong work ethic.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients through educating them on bank services and offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence and risk management in line with bank policies.
• Identifies and deepens client relationships while communicating outputs to Financial Advisors.
• Supports day-to-day team activities and covers roles in times of absence or seasonal needs.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Written Communications

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team is seeking a diligent Client Service Associate to support Financial Advisors by delivering exceptional client service and tailoring solutions to client needs. The role emphasizes accuracy, policy alignment, and proactive relationship development.

Strong communication skills and proficiency with Word, Excel, PowerPoint, and Salesforce are essential. On-site at Oak Brook with standard business hours and a client-first mindset.