Wealth Management Client Associate: Elite Client Service & Ops

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

Benefits offered by this job

Benefits eligible

Pay transparency

Competitive benefits

Job summary

Bank of America’s Merrill Wealth Management team is seeking an Executive Assistant-level professional to provide top-tier client service and support for Financial Advisors. You will manage complex calendars, prepare briefing materials, and coordinate travel and events while maintaining Salesforce updates.

The role emphasizes client-centric service, strong communication, and the ability to handle sensitive information in a fast-paced environment with on-site expectations in Northbrook, IL.

Qualifications

• Required Qualifications: Enthusiastic self-starter with strong work ethic and results focus.
• Demonstrates client-centric mindset and adaptability to new information/tech platforms.

Responsibilities

• Provides excellent Client Service to clients by educating them on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies, deepens, and maintains client relationships with FA coordination.
• Supports day-to-day team activities, covering roles during absences or peak periods.
• Provides executive support by managing calendars, screening requests, and triaging a high-volume inbox.

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 / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team is seeking an Executive Assistant-level professional to provide top-tier client service and support for Financial Advisors. You will manage complex calendars, prepare briefing materials, and coordinate travel and events while maintaining Salesforce updates.

The role emphasizes client-centric service, strong communication, and the ability to handle sensitive information in a fast-paced environment with on-site expectations in Northbrook, IL.