Wealth Management Client Associate — Growth & Client Impact

Bank of America; Denver (CO); On-site; USD 52,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team in Denver seeks a dedicated Client Service Associate to support Financial Advisors and deliver exceptional client service. You will help manage client requests, educate clients on banking and investment offerings, and ensure accurate materials.

This role emphasizes collaboration, adherence to policies, and the ability to adapt to evolving client needs. A strong focus on risk management and proactive communication will help build trusted client

Qualifications

• Strong work ethic with a results focus.
• Client-centric mindset and service orientation.
• Ability to learn and adapt to new technology platforms.

Responsibilities

• Provides excellent client service to Merrill clients and educates them on bank offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Supports alignment with bank policies to ensure operational excellence and risk management.
• Deepens client relationships by promoting banking solutions within FA workflows.
• Assists with team activities and covers roles during absence or seasonal needs.

Skills

Client focus

Self-starter

Adaptability

Tech-savvy

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team in Denver seeks a dedicated Client Service Associate to support Financial Advisors and deliver exceptional client service. You will help manage client requests, educate clients on banking and investment offerings, and ensure accurate materials.

This role emphasizes collaboration, adherence to policies, and the ability to adapt to evolving client needs. A strong focus on risk management and proactive communication will help build trusted client