Wealth Management Client Services Associate

Bank of America Corporation; Atlanta (GA); On-site; USD 45,000 - 75,000; Full time

Job summary

Bank of America is seeking a Client Service Associate for Merrill Wealth Management in Atlanta to deliver exceptional support to Financial Advisors and clients. You will educate clients on banking services, process requests, and help maintain accurate materials while aligning with bank policies.

Responsibilities include nurturing client relationships, supporting daily team activities, and stepping in during absence or peak periods, all with a client-first mindset in a fast-paced financial

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the client's best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to Merrill Wealth clients and supports FAs.
• Educates clients on banking services and ensures timely, accurate client materials.
• Supports adherence to bank policies to protect clients and manage risk.
• Identifies and deepens client relationships, promoting banking offerings with FAs.
• Assists with day-to-day team activities and covers roles during absences.

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

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America is seeking a Client Service Associate for Merrill Wealth Management in Atlanta to deliver exceptional support to Financial Advisors and clients. You will educate clients on banking services, process requests, and help maintain accurate materials while aligning with bank policies.

Responsibilities include nurturing client relationships, supporting daily team activities, and stepping in during absence or peak periods, all with a client-first mindset in a fast-paced financial