Wealth Management Client Solutions Associate

Bank of America; Ogden (UT); On-site; USD 42,000 - 66,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors and clients, delivering exceptional service and tailored banking solutions. You will coordinate client materials, educate clients on offerings, and help manage risk with a client-first approach.

This role emphasizes collaboration within an in-office culture, with potential on-site requirements and opportunities for professional growth within wealth management.

Qualifications

• Strong client-focused mindset with a results-driven attitude.
• Ability to learn and adapt to new information and technology platforms.
• Demonstrates professional verbal and written communication skills.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

Skills

Account Management

Client Management

Customer 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

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors and clients, delivering exceptional service and tailored banking solutions. You will coordinate client materials, educate clients on offerings, and help manage risk with a client-first approach.

This role emphasizes collaboration within an in-office culture, with potential on-site requirements and opportunities for professional growth within wealth management.