Wealth Management Client Associate — In-Office Growth

Bank of America; Washington (District of Columbia); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America, Merrill Wealth Management’s Washington, DC office, seeks a client service professional to support Financial Advisors and drive proactive client engagement. You will coordinate client materials, answer inquiries, and promote banking solutions to enhance the client experience.

The role emphasizes in-office collaboration within a fast-paced wealth management environment, requiring strong communication and a client-first mindset.

Qualifications

• Demonstrates a client-centric mindset and a strong work ethic.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to Merrill Wealth Management clients and educating them on bank offerings.
• Ensures timeliness and accuracy in client materials and respond to requests from financial advisors.
• Supports operational excellence and risk management by aligning practices with bank policies.
• Identifies and deepens client relationships, promoting banking solutions to clients and FAs.
• Supports day-to-day team activities, stepping in during absences or peak periods.

Skills

Client Service

Client Management

Relationship Building

Attention to Detail

Communication

Problem Solving

Education

High School Diploma / GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America, Merrill Wealth Management’s Washington, DC office, seeks a client service professional to support Financial Advisors and drive proactive client engagement. You will coordinate client materials, answer inquiries, and promote banking solutions to enhance the client experience.

The role emphasizes in-office collaboration within a fast-paced wealth management environment, requiring strong communication and a client-first mindset.