Wealth Management Client Services Specialist

Talentify; Town of Ogden (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America Merril Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering exceptional client service and customized banking solutions. You will serve as the primary contact for clients, coordinate materials, and help manage risk while promoting a client-first approach.

The role emphasizes accuracy, strong communication, and teamwork in a fast-paced environment, with in-office expectations and flexibility per role requirements.

Qualifications

• Customer-focused mindset and strong work ethic.
• Ability to learn and adapt to new information and technology platforms.
• Excellent written and verbal communication skills.

Responsibilities

• Provides excellent client service to clients through educating them on bank services.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Aligns practices with bank policies to support risk management.
• Identifies and deepens client relationships while communicating outputs to Financial Advisors.
• Supports day-to-day team activities and coverage during absences or peak periods.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merril Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering exceptional client service and customized banking solutions. You will serve as the primary contact for clients, coordinate materials, and help manage risk while promoting a client-first approach.

The role emphasizes accuracy, strong communication, and teamwork in a fast-paced environment, with in-office expectations and flexibility per role requirements.