Wealth Management Client Associate: Growth & Client Impact

Bank of America Corporation; Yardley (WA); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America Corporation seeks a Client Service Associate to provide exemplary service to Merrill Wealth Management clients and assist Financial Advisors in delivering tailored banking and investment solutions. You will ensure timely, accurate client materials and proactively address service requests.

Ideal candidates are self-motivated, detail-oriented professionals with strong communication skills, proficiency in Microsoft Office and Salesforce, and a commitment to continuous learning in a

Qualifications

• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.

Responsibilities

• Provides excellent client service to the bank's clients and educates them on service offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follow-ups.
• Maintains alignment with bank policies to support operational excellence and risk management.
• Identifies, deepens, and maintains client relationships while communicating outputs to FAs.
• Supports day-to-day team activities, covering roles during absences or peak periods.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline

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 Corporation seeks a Client Service Associate to provide exemplary service to Merrill Wealth Management clients and assist Financial Advisors in delivering tailored banking and investment solutions. You will ensure timely, accurate client materials and proactively address service requests.

Ideal candidates are self-motivated, detail-oriented professionals with strong communication skills, proficiency in Microsoft Office and Salesforce, and a commitment to continuous learning in a