Wealth Management Client Experience Associate

Bank of America; Destin (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to provide responsive support to Financial Advisors and clients, ensuring timely and accurate service delivery. The role emphasizes trust, collaboration, and a client-first mindset within an in-office culture.

You will assist with managing client requests, coordinating materials, and protecting client data while aligning with bank policies. This position offers growth, exposure to wealth management strategies, and daily interaction

Qualifications

• Client-centric mindset and strong work ethic
• Ability to learn and adapt to new information and technology platforms
• Detail-oriented with a commitment to accuracy and service quality

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 (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

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

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Merrill Wealth Management is seeking a Client Service Associate to provide responsive support to Financial Advisors and clients, ensuring timely and accurate service delivery. The role emphasizes trust, collaboration, and a client-first mindset within an in-office culture.

You will assist with managing client requests, coordinating materials, and protecting client data while aligning with bank policies. This position offers growth, exposure to wealth management strategies, and daily interaction