Wealth Management Client Services Associate

Bank of America; Santa Fe (NM); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Job summary

Merrill Wealth Management is seeking a dedicated Client Service role to support Financial Advisors in delivering personalized wealth management services. You will educate clients on the bank's offerings, ensure accurate materials, and help manage risk while maintaining a client-first approach.

The position emphasizes collaboration within an in-office culture, with opportunities for professional growth and ongoing learning in a fast-paced financial environment.

Qualifications

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

Responsibilities

• Provides excellent Client Service to educate clients on the bank's offerings.
• Ensures timeliness, accuracy, and completeness in client materials and responds to requests from clients and Financial Advisors.
• Supports operational excellence and risk management by aligning with bank policies and procedures.
• Identifies and deepens client relationships by promoting banking solutions and communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences, maintaining 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

Microsoft Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a dedicated Client Service role to support Financial Advisors in delivering personalized wealth management services. You will educate clients on the bank's offerings, ensure accurate materials, and help manage risk while maintaining a client-first approach.

The position emphasizes collaboration within an in-office culture, with opportunities for professional growth and ongoing learning in a fast-paced financial environment.