Wealth Management Client Experience Associate

Bank of America; Rancho Santa Fe (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Merrill Wealth Management, a premier unit of Bank of America, seeks a Client Services Associate to support Financial Advisors and deliver tailored banking and investment solutions with a client-first mindset. The role emphasizes collaboration, operational excellence, and proactive client advocacy, while ensuring accuracy, risk controls, and effective communication with clients and the FA.

This in-office position offers growth opportunities and exposure to enterprise strategy, with a focus on

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the 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 (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

Microsoft PowerPoint

Job description

Merrill Wealth Management, a premier unit of Bank of America, seeks a Client Services Associate to support Financial Advisors and deliver tailored banking and investment solutions with a client-first mindset. The role emphasizes collaboration, operational excellence, and proactive client advocacy, while ensuring accuracy, risk controls, and effective communication with clients and the FA.

This in-office position offers growth opportunities and exposure to enterprise strategy, with a focus on