Wealth Management Client Services Associate

Bank of America; Columbia (SC); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America seeks a client-focused professional to support Merrill Wealth Management. You will serve as a primary contact for clients, assist Financial Advisors, and ensure timely, accurate client materials while aligning with bank policies and risk controls.

The role emphasizes relationship-building and a client-first mindset. The position requires strong communication skills, adaptability to new technology, and experience handling sensitive information in a fast-paced, collaborative

Qualifications

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

Responsibilities

• Provides excellent client service to the bank's clients through education on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies, deepens, and maintains client relationships while promoting banking solutions.
• Supports day-to-day team activities, covering roles during absences or peak times.

Skills

Client service

Client management

Relationship building

Communication

Attention to detail

Problem solving

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America seeks a client-focused professional to support Merrill Wealth Management. You will serve as a primary contact for clients, assist Financial Advisors, and ensure timely, accurate client materials while aligning with bank policies and risk controls.

The role emphasizes relationship-building and a client-first mindset. The position requires strong communication skills, adaptability to new technology, and experience handling sensitive information in a fast-paced, collaborative