Wealth Management Client Services Associate

Bank of America; Newport Beach (CA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Annual discretionary plan

Benefits eligible

Pay transparency details

Job summary

Bank of America Merrill Wealth Management in Newport Beach seeks a Client Service Associate to support multiple Financial Advisors. You will act as the primary client contact, guiding service needs and ensuring timely, accurate materials.

You will educate clients on bank offerings, process requests, and help deepen relationships while maintaining data integrity and adherence to policy. 37.5 hours weekly, on-site in Newport Beach.

Qualifications

• Must be an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.
• Desirable: FINRA SIE, Series 7, and/or Series 66 (63/65 accepted).
• Possesses industry knowledge and an understanding of investment products.
• Experience with client interactions, delivering solutions, and ensuring excellent client experience.

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 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 Merrill Wealth Management in Newport Beach seeks a Client Service Associate to support multiple Financial Advisors. You will act as the primary client contact, guiding service needs and ensuring timely, accurate materials.

You will educate clients on bank offerings, process requests, and help deepen relationships while maintaining data integrity and adherence to policy. 37.5 hours weekly, on-site in Newport Beach.