Wealth Management Client Services Associate

Bank of America

New York (NY)

On-site

USD 65,000 - 95,000

Full time

2 days ago

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Job summary

Merrill Wealth Management within Bank of America is seeking a Client Associate to support Financial Advisors by delivering exceptional client service, managing materials, and promoting banking solutions. You will work in a collaborative in‑office environment, helping deepen relationships and ensure client needs are met with accuracy and care.

The role emphasizes a client‑first mindset, adaptability to new tools, and proficiency in MS Office and Salesforce to support daily activities and

Qualifications

Demonstrates a client-centric mindset, always acting in the best interest of the client.
Ability to learn and adapt to new information and technology platforms.
Proficiency with MS Word, Excel, PowerPoint and Salesforce.

Responsibilities

Provides excellent client service to the bank's clients through education on offerings.
Maintains timely, accurate client materials and follows up on requests.
Supports operational excellence and risk management in line with bank policies.
Deepens client relationships and promotes banking into day-to-day practices.
Supports day-to-day team activities and covers roles during absences.