Wealth Management Client Services Associate

Bank of America; Melville (NY); On-site; USD 52,000 - 72,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to provide support to Financial Advisors, delivering proactive client service and facilitating day-to-day operations within an in-office, collaborative culture.

The role emphasizes client-centric service, accuracy in client materials, risk awareness, and adaptability to new technology, with a focus on building lasting client relationships and supporting enterprise goals.

Qualifications

• Requires enthusiastic, self-starter with strong work ethic and results-focused mindset.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading 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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to provide support to Financial Advisors, delivering proactive client service and facilitating day-to-day operations within an in-office, collaborative culture.

The role emphasizes client-centric service, accuracy in client materials, risk awareness, and adaptability to new technology, with a focus on building lasting client relationships and supporting enterprise goals.