Wealth Management Client Concierge

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

Benefits offered by this job

Benefits

Discretionary incentive eligible

Job summary

Bank of America in Reston, VA seeks a Client Service Associate to support Merrill Wealth Management Financial Advisors, acting as the primary contact for clients and helping tailor banking and investment solutions.

The role demands accuracy, policy compliance, and team collaboration with FAs. Ideal candidates are detail-oriented, customer-focused, and proficient with MS Office and Salesforce. On-site, full-time with benefits and growth opportunities.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Client-centric mindset, acts in client’s best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank’s clients through educating them on all of the bank’s service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
• Supports operational excellence, risk management, and alignment with bank policies and procedures.
• Identifies and deepens client relationships by promoting banking offerings to clients and communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences or seasonal needs with a client-first mindset.

Skills

Account Management

Client Management

Customer 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America in Reston, VA seeks a Client Service Associate to support Merrill Wealth Management Financial Advisors, acting as the primary contact for clients and helping tailor banking and investment solutions.

The role demands accuracy, policy compliance, and team collaboration with FAs. Ideal candidates are detail-oriented, customer-focused, and proficient with MS Office and Salesforce. On-site, full-time with benefits and growth opportunities.