Wealth Management Client Services Specialist

Bank of America; Portage (MI); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a dedicated Client Services Associate to support Financial Advisors, deliver exceptional client service, and advocate for client needs across complex accounts.

You will coordinate with advisors, prepare client materials, ensure accuracy and timeliness, deepen relationships, and uphold compliance and risk standards in a fast-paced, in-office environment.

Qualifications

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

Responsibilities

• Provides excellent client service to clients by educating them on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operations to maintain risk controls and policy alignment.
• Identifies and deepens client relationships while communicating outputs to the Financial Advisor.
• Supports day-to-day team activities and covers roles in absence or seasonal needs.

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

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management division seeks a dedicated Client Services Associate to support Financial Advisors, deliver exceptional client service, and advocate for client needs across complex accounts.

You will coordinate with advisors, prepare client materials, ensure accuracy and timeliness, deepen relationships, and uphold compliance and risk standards in a fast-paced, in-office environment.