Wealth Management Client Services Associate

Bank of America; Tampa (FL); On-site; USD 52,000 - 78,000; Full time

Job summary

Merrill Wealth Management, a part of Bank of America, seeks a Client Service Associate to support multiple Financial Advisors with client service excellence in an in-office environment. You will help educate clients on banking offerings while upholding firm policies and risk controls.

Role emphasizes building relationships, responsiveness, and collaboration with advisory teams, using MS Word, Excel, PowerPoint and Salesforce. On-site role with potential flexibility based on responsibilities.

Qualifications

• 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

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

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management, a part of Bank of America, seeks a Client Service Associate to support multiple Financial Advisors with client service excellence in an in-office environment. You will help educate clients on banking offerings while upholding firm policies and risk controls.

Role emphasizes building relationships, responsiveness, and collaboration with advisory teams, using MS Word, Excel, PowerPoint and Salesforce. On-site role with potential flexibility based on responsibilities.