Wealth Management Client Relations Associate

Bank of America; Cambridge (MA); On-site; USD 34,440 - 60,614; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Annual discretionary plan eligibility

Job summary

Bank of America is seeking a Client Service Support for its Merrill Wealth Management team in Cambridge, MA. This role will focus on providing exceptional service to Financial Advisors and their clients, ensuring operational excellence and effective communication.

The ideal candidate will possess strong skills in client management, issue resolution, and prioritization. A high school diploma is required, and the position offers competitive hourly pay ranging from $25.00 to $44.00, based on experience.

Responsibilities

• Provides excellent client service to clients by educating them on banking offerings.
• Ensures accuracy and completeness in client materials and follows up on requests.
• Assists in aligning practices with bank policies to protect clients and manage risk.
• Identifies and deepens client relationships while promoting banking solutions.
• Supports day-to-day team activities and covers roles when needed.

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

Job description

Bank of America is seeking a Client Service Support for its Merrill Wealth Management team in Cambridge, MA. This role will focus on providing exceptional service to Financial Advisors and their clients, ensuring operational excellence and effective communication.

The ideal candidate will possess strong skills in client management, issue resolution, and prioritization. A high school diploma is required, and the position offers competitive hourly pay ranging from $25.00 to $44.00, based on experience.