Wealth Management Client Services Liaison

Bank of America Corporation; North Bethesda (MD); On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America Corporation in North Bethesda, MD, is seeking a Client Service Associate within Merrill Wealth Management. You will support Financial Advisors, educate clients on banking and investment services, and help deliver exceptional service daily.

This role emphasizes a client-first mindset, collaboration with the advisory team, and adherence to policies while resolving requests, maintaining accurate materials, and managing risk in a fast-paced environment.

Qualifications

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

Responsibilities

• Provide excellent client service to clients and educate on bank services.
• Maintain timeliness, accuracy, and completeness in client materials; respond to requests.
• Ensure adherence to bank policies to support operational excellence and risk management.
• Develop client relationships and promote banking offerings in day-to-day activities.
• Support team needs, covering roles 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

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America Corporation in North Bethesda, MD, is seeking a Client Service Associate within Merrill Wealth Management. You will support Financial Advisors, educate clients on banking and investment services, and help deliver exceptional service daily.

This role emphasizes a client-first mindset, collaboration with the advisory team, and adherence to policies while resolving requests, maintaining accurate materials, and managing risk in a fast-paced environment.