Wealth Management Client Services Associate

Bank of America; California; On-site; USD 45,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management unit seeks a client-focused service professional to support Financial Advisors. You will handle client inquiries, educate clients on offerings, and ensure timely, accurate materials while upholding bank policies and risk controls.

Strong communication and relationship-building skills are essential, with licenses pursued if not already held. The role emphasizes teamwork, client-centric service, and continual learning in a fast-paced environment.

Qualifications

• Understands investment products and client service in a wealth context.
• Licenses FINRA SIE, Series 7, and Series 66 are required or must be obtained within a set timeframe.
• Client-centric mindset with strong work ethic and results focus.
• Ability to learn new information and technology platforms quickly.

Responsibilities

• Provide client service support to multiple Financial Advisors (FAs).
• Educate clients on Merrill and Bank of America offerings and ensure timely materials.
• Maintain risk controls and align practices with bank policies.
• Deepen client relationships and promote banking solutions through the FA.
• Cover team needs and maintain a client-first approach 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 / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management unit seeks a client-focused service professional to support Financial Advisors. You will handle client inquiries, educate clients on offerings, and ensure timely, accurate materials while upholding bank policies and risk controls.

Strong communication and relationship-building skills are essential, with licenses pursued if not already held. The role emphasizes teamwork, client-centric service, and continual learning in a fast-paced environment.