Wealth Management Client Services Specialist

Bank of America; Chicago (IL); On-site; USD 40,000 - 55,000; Full time

Job summary

Bank of America is seeking a client service-focused associate within Merrill Wealth Management in Chicago. The role supports Financial Advisors by delivering strong client service, education on bank offerings, and timely follow-ups.

You will help protect clients and ensure compliance with bank policies while nurturing relationships and coordinating with the FA. The position emphasizes flexibility for peak periods and a client-first approach, with 37.5 hours per week and a pay range reflecting

Qualifications

• Minimum of one year of experience in client servicing operations or banking/financial industry

Responsibilities

• Provide excellent client service by educating clients on bank services and offerings
• Ensure timeliness, accuracy, and completeness in client materials and follow up on requests
• Align practices with bank policies to support operational excellence, protect clients, and manage risk
• Identify and deepen client relationships by promoting bank offerings and incorporating banking into day-to-day activities, while communicating outcomes to the FA
• Support day-to-day team activities including coverage during absences or peak periods, with a client-first mindset

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Time Management

Organized

Detail Oriented

Multi-tasking

Education

High School Diploma / GED

Tools

Microsoft Word

Microsoft Excel

Job description

Bank of America is seeking a client service-focused associate within Merrill Wealth Management in Chicago. The role supports Financial Advisors by delivering strong client service, education on bank offerings, and timely follow-ups.

You will help protect clients and ensure compliance with bank policies while nurturing relationships and coordinating with the FA. The position emphasizes flexibility for peak periods and a client-first approach, with 37.5 hours per week and a pay range reflecting