Wealth Management Client Services Associate

Bank of America; Garden City (ID); On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America Merrill Lynch is seeking a client-focused service professional to support Financial Advisors and Wealth Management Clients. You will educate clients on banking offerings, ensure timely materials, and protect client information while aligning with policies.

The role emphasizes relationship building, day-to-day team support, and a client-first mindset in a fast-paced financial services environment.

Qualifications

• Minimum education is a high school diploma or equivalent.
• Experience delivering client-focused service in financial services is a plus.
• Strong communication and relationship-building skills.

Responsibilities

• Provides excellent client service by educating clients on bank services.
• Ensures timely, accurate, and complete client materials and follows up on requests.
• Ensures practices align with bank policies to support risk management.
• Identifies and deepens client relationships with banking offerings.
• Supports day-to-day team activities and cover roles during absences or peaks.

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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Lynch is seeking a client-focused service professional to support Financial Advisors and Wealth Management Clients. You will educate clients on banking offerings, ensure timely materials, and protect client information while aligning with policies.

The role emphasizes relationship building, day-to-day team support, and a client-first mindset in a fast-paced financial services environment.