Wealth Management Client Services Associate

Bank of America Corporation; Washington (District of Columbia); On-site; USD 34,000 - 62,000; Full time

Job summary

Bank of America Corporation’s Merrill Wealth Management division seeks a Client Service Professional to support Financial Advisors, educate clients on banking and investment offerings, and uphold operational excellence with strong compliance and client-first focus.

The role requires financial services knowledge, excellent communication, and the ability to manage multiple client requests in a fast-paced environment, with in-office collaboration and growth opportunities.

Qualifications

• High school diploma or equivalent required.
• Experience delivering excellent client service in a financial/banking environment preferred.
• Licenses may be required per role (SIE/Series 7/66 or equivalents).
• Strong communication, relationship-building, and problem-solving skills.

Responsibilities

• Provide client service support to multiple Financial Advisors (FAs).
• Educate clients on bank services and offerings to drive engagement.
• Ensure materials are complete, accurate, and timely; follow up on requests.
• Align practices with bank policies to protect clients and manage risk.
• Cover team needs and act with a client-first mindset during absences or peak times.

Skills

Account Management

Client Management

Customer 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

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America Corporation’s Merrill Wealth Management division seeks a Client Service Professional to support Financial Advisors, educate clients on banking and investment offerings, and uphold operational excellence with strong compliance and client-first focus.

The role requires financial services knowledge, excellent communication, and the ability to manage multiple client requests in a fast-paced environment, with in-office collaboration and growth opportunities.