Wealth Management Client Partner

Bank of America; Fairfield (CT); On-site; USD 60,000 - 75,000; Full time

Job summary

Bank of America is seeking a client service professional to support Merrill Wealth Management clients and Financial Advisors. The role focuses on educating clients about banking services, ensuring timely and accurate materials, and strengthening client relationships through proactive service and solutions.

You will work closely with advisors to deliver personalized support, maintaining compliance with policies and contributing to a high-standard client experience within a fast-paced environment.

Qualifications

• Requires high school diploma or equivalent; strong client service orientation and communication skills.
• Ability to learn and adapt to new information and technology platforms; attention to detail.

Responsibilities

• Provides excellent Client Service to clients by educating them on the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Assists with ensuring practices align with bank policies to support operational excellence, protect clients, and manage risk.
• Identifies and deepens client relationships by promoting banking offerings and communicating outputs to the FA.
• Supports day-to-day team activities, covering roles in absences or seasonal needs, 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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a client service professional to support Merrill Wealth Management clients and Financial Advisors. The role focuses on educating clients about banking services, ensuring timely and accurate materials, and strengthening client relationships through proactive service and solutions.

You will work closely with advisors to deliver personalized support, maintaining compliance with policies and contributing to a high-standard client experience within a fast-paced environment.