Wealth Management Client Services Associate

Bank of America; Bloomfield Hills (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management seeks a Client Service Associate to be the primary contact for clients and Financial Advisors, delivering proactive service and tailored banking solutions within a collaborative, in-office environment.

You will support enterprise objectives, handle client requests, maintain accurate materials, and help deepen client relationships while upholding risk controls and policy alignment.

Qualifications

• High-energy self-starter with a client-first mindset.
• Strong client-centric approach and ethical standards.
• Ability to learn new information and adapt to technology platforms.

Responsibilities

• Provides excellent client service to the bank’s clients by educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests.
• Ensures practices align with bank policies to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships by promoting the bank’s offerings and integrating banking into daily activities.
• Supports day-to-day team activities, covering roles during absences or peak periods, 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

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management seeks a Client Service Associate to be the primary contact for clients and Financial Advisors, delivering proactive service and tailored banking solutions within a collaborative, in-office environment.

You will support enterprise objectives, handle client requests, maintain accurate materials, and help deepen client relationships while upholding risk controls and policy alignment.