Wealth Management Client Services Specialist

Bank of America; Seattle (WA); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and clients with banking and investment services in a dynamic environment in the United States. The role focuses on client advocacy, accurate client materials, and cross‑team collaboration to ensure superior service and risk management.

The position requires strong communication, attention to detail, and the willingness to learn platforms such as Salesforce, with a client-first mindset

Qualifications

• Must be an enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Able to learn and adapt to new information and technology platforms, including CRM tools.

Responsibilities

• Provides excellent Client Service to clients by educating them on the bank's offerings.
• Ensures timeliness, accuracy, and completeness in client materials and responds to requests.
• Aligns practices with bank policies to support excellence, protect clients, and manage risk.
• Identifies and deepens client relationships while promoting banking solutions to FAs.
• Supports day-to-day team activities and covers roles during absences or peak periods.

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

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors and clients with banking and investment services in a dynamic environment in the United States. The role focuses on client advocacy, accurate client materials, and cross‑team collaboration to ensure superior service and risk management.

The position requires strong communication, attention to detail, and the willingness to learn platforms such as Salesforce, with a client-first mindset