Wealth Management Client Services Specialist

Bank of America; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America’s Merrill Wealth Management unit seeks a Client Service Associate to support Financial Advisors by handling client inquiries, coordinating service activities, and ensuring accurate materials. You will help deliver a seamless client experience and reinforce enterprise objectives while maintaining high service standards.

The role requires a client-centric mindset, strong communication skills, and the ability to adapt to evolving responsibilities in a fast-paced financial services

Qualifications

• Enthusiastic, motivated self-starter with results focus.
• Client-centric mindset, acts in client best interests.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to bank's clients and educates them on offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures alignment with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships by emphasizing bank offerings and integrating banking into client needs.
• Supports day-to-day team activities and covers roles during absence or seasonal peaks with a client-first mindset.

Skills

Account Management

Client Management

Written Communications

Oral Communications

Emotional Intelligence

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management unit seeks a Client Service Associate to support Financial Advisors by handling client inquiries, coordinating service activities, and ensuring accurate materials. You will help deliver a seamless client experience and reinforce enterprise objectives while maintaining high service standards.

The role requires a client-centric mindset, strong communication skills, and the ability to adapt to evolving responsibilities in a fast-paced financial services