Wealth Management Client Services Associate

Bank of America; Florida; On-site; USD 42,000 - 68,000; Full time

Job summary

Bank of America’s Merrill Wealth Management unit seeks a dedicated client service professional to support multiple Financial Advisors. The role focuses on delivering excellent client service, educating clients on bank offerings, and maintaining strong client relationships within an in-office culture.

Responsibilities include ensuring accuracy of client materials, aligning practices with policies, and supporting the FA with day-to-day activities.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.

Responsibilities

• Provides excellent Client Service to educate clients on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships by promoting banking offerings to clients and communicating with the FA.
• Supports day-to-day team activities and covers 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

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management unit seeks a dedicated client service professional to support multiple Financial Advisors. The role focuses on delivering excellent client service, educating clients on bank offerings, and maintaining strong client relationships within an in-office culture.

Responsibilities include ensuring accuracy of client materials, aligning practices with policies, and supporting the FA with day-to-day activities.