Wealth Management Client Services Associate

Bank of America Corporation; Walnut Creek (CA); Presencial; USD 34 000 - 61 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Benefits eligible

Discretionary incentive plan

Resumo da oferta

Merrill Wealth Management, part of Bank of America Corporation, is seeking a client services professional to provide support to Financial Advisors and their clients in a fast-paced environment. You will help educate clients on banking and investment offerings, manage requests, and ensure service excellence in alignment with enterprise objectives.

This role emphasizes strong communication, relationship-building, and the ability to adapt to evolving priorities while maintaining compliance and risk

Qualificações

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, always act in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsabilidades

• Provides excellent client service to clients through education on banking and service offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships while communicating outputs to the Financial Advisor.
• Supports day-to-day team activities and covers roles during absences or peak periods with a client-first mindset.

Conhecimentos

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Written Communications

Formação académica

High School Diploma / GED / Secondary School or equivalent

Ferramentas

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Descrição da oferta de emprego

Merrill Wealth Management, part of Bank of America Corporation, is seeking a client services professional to provide support to Financial Advisors and their clients in a fast-paced environment. You will help educate clients on banking and investment offerings, manage requests, and ensure service excellence in alignment with enterprise objectives.

This role emphasizes strong communication, relationship-building, and the ability to adapt to evolving priorities while maintaining compliance and risk