Wealth Management Client Services Specialist

Bank of America; Washington (District of Columbia); On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America Merrill Wealth Management in Washington, DC is seeking a Client Service Associate to support Financial Advisors and their clients. You will deliver exceptional service, educate clients on a broad range of banking and investment offerings, and foster strong relationships in a fast-paced, in-office environment.

The role requires meticulous attention to detail, risk awareness, and teamwork with the FA group.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Client-centric mindset; acts in the best interest of the client.
• Ability to learn and adapt to new information and platforms.

Responsibilities

• Provide excellent client service by educating clients on bank offerings.
• Ensure timeliness, accuracy, and follow up on requests.
• Align practices with bank policies to support risk management.
• Deepen and maintain client relationships, promoting banking solutions.
• Cover team needs and act with a client-first mindset.

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 Merrill Wealth Management in Washington, DC is seeking a Client Service Associate to support Financial Advisors and their clients. You will deliver exceptional service, educate clients on a broad range of banking and investment offerings, and foster strong relationships in a fast-paced, in-office environment.

The role requires meticulous attention to detail, risk awareness, and teamwork with the FA group.