Wealth Management Client Services Associate

Bank of America Corporation; Manheim Township (PA); On-site; USD 42,000 - 60,000; Full time

Job summary

Merrill Wealth Management is a leading provider of wealth management and investment products. This role supports Financial Advisors by delivering client service, balancing requests, and strengthening client relationships within Bank of America’s Wealth Management group.

You will assist in daily activities, maintain client materials, and help deliver enterprise objectives while upholding a client-first mindset in a fast-paced environment.

Qualifications

• Demonstrates a client-centric mindset and strong work ethic.
• Ability to learn and adapt to new information and technology platforms.
• Enthusiastic self-starter with a results-driven focus.

Responsibilities

• Provides excellent client service to the bank's clients by educating them on the bank's offerings.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Supports alignment with bank policies to support operational excellence and manage risk.
• Identifies and deepens client relationships by emphasizing banking offerings to clients and communicating with the FA.
• Supports day-to-day team activities and fills in during absences or peak periods.

Skills

Account Management

Client Management

Customer 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

Tools

Salesforce

Excel

PowerPoint

Word

Job description

Merrill Wealth Management is a leading provider of wealth management and investment products. This role supports Financial Advisors by delivering client service, balancing requests, and strengthening client relationships within Bank of America’s Wealth Management group.

You will assist in daily activities, maintain client materials, and help deliver enterprise objectives while upholding a client-first mindset in a fast-paced environment.