Wealth Management Client Services Specialist

Bank of America; Chandler (AZ); On-site; USD 45,000 - 70,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, seeks a Client Service Associate to support Financial Advisors in delivering high‑quality service to clients. The role emphasizes client advocacy, education on banking offerings, and timely, accurate handling of materials and requests.

Ideal candidates have at least one year in client servicing or banking, strong Word/Excel skills, and a client‑first mindset. Office attendance is required with flexibility based on role needs.

Qualifications

• Minimum of one year of experience working in a client servicing operations capacity or in the banking/ financial industry.
• Proficient in Microsoft Word and Excel.

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

Time Management

Organized

Detail Oriented

Multi-tasking

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree in a related field

Tools

Microsoft Word

Microsoft Excel

Job description

Merrill Wealth Management, part of Bank of America, seeks a Client Service Associate to support Financial Advisors in delivering high‑quality service to clients. The role emphasizes client advocacy, education on banking offerings, and timely, accurate handling of materials and requests.

Ideal candidates have at least one year in client servicing or banking, strong Word/Excel skills, and a client‑first mindset. Office attendance is required with flexibility based on role needs.