Wealth Management Client Services Specialist

Bank of America; Hilton Head Island (SC); On-site; USD 52,000 - 72,000; Full time

Job summary

Bank of America is seeking a Client Service Associate within Merrill Wealth Management to provide dedicated support to Financial Advisors and clients. You will educate clients on the bank's service offerings, ensure accuracy in materials, and help drive operational excellence while maintaining a client-first mindset.

This role involves teamwork, adaptability to a fast-paced environment, and a focus on building trusted relationships with clients and advisors alike.

Qualifications

• Minimum education: High School Diploma or equivalent.
• Experience in client-facing roles is preferred.
• Familiarity with wealth management or banking services is a plus.

Responsibilities

• Provide excellent client service to Merrill clients and support Financial Advisors.
• Ensure timely and accurate client materials and respond to FA requests.
• Support operational excellence and risk management per bank policies.
• Deepen client relationships by promoting banking solutions and communicating with FAs.
• Cover team activities during absences or peak periods with a client-first mindset.

Skills

Client service

Relationship building

Communication

Salesforce

MS Office

Problem solving

Attention to detail

Time management

Pipeline management

Emotional intelligence

Written communications

Account management

Education

High School Diploma / GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a Client Service Associate within Merrill Wealth Management to provide dedicated support to Financial Advisors and clients. You will educate clients on the bank's service offerings, ensure accuracy in materials, and help drive operational excellence while maintaining a client-first mindset.

This role involves teamwork, adaptability to a fast-paced environment, and a focus on building trusted relationships with clients and advisors alike.