Wealth Management Client Services Associate

Bank of America; Monterey (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Service Specialist to support Financial Advisors by delivering exceptional service, coordinating client materials, and addressing requests with accuracy and urgency.

You will act as the primary contact for clients, helping deepen relationships, promote banking offerings, and ensure risk-compliant, timely responses, while partnering with the FA and the broader team in a collaborative in-office environment.

Qualifications

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

Responsibilities

• Provides excellent client service to clients through education on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports compliance with bank policies to protect clients and manage risk.
• Deepens client relationships by promoting bank offerings and coordinating with Financial Advisors.
• Supports day-to-day team activities and covers roles as needed with a client-first mindset.

Skills

Client Service

Relationship Management

Communication

Microsoft Office

Salesforce

Education

High School Diploma

Tools

Salesforce

MS Office

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Service Specialist to support Financial Advisors by delivering exceptional service, coordinating client materials, and addressing requests with accuracy and urgency.

You will act as the primary contact for clients, helping deepen relationships, promote banking offerings, and ensure risk-compliant, timely responses, while partnering with the FA and the broader team in a collaborative in-office environment.