Wealth Management Client Solutions Associate

Bank of America; San Diego (CA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America, Merrill Wealth Management in San Diego, seeks a client service associate to support Financial Advisors, educate clients on bank offerings, and deliver timely, accurate materials.

The role emphasizes protecting clients, managing risk, building relationships, and collaborating with teammates; requires adaptiveness and strong computer skills (Word, Excel, PowerPoint, Salesforce).

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
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• COMPANY NAME: Bank of AmericaKEY POINTS: Wealth management support, client relationships, Salesforce, strong communication
• <p>Bank of America, Merrill Wealth Management in San Diego, seeks a client service associate to support Financial Advisors, educate clients on bank offerings, and deliver timely, accurate materials.</p><p>The role emphasizes protecting clients, managing risk, building relationships, and collaborating with teammates; requires adaptiveness and strong computer skills (Word, Excel, PowerPoint, Salesforce).</p>
• fulltime
• on site
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• 25
• 44
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• USD
• hourly
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• gross
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• Bank of America
• 2026-08-28
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• Bank of America
• ,

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 in San Diego, seeks a client service associate to support Financial Advisors, educate clients on bank offerings, and deliver timely, accurate materials.

The role emphasizes protecting clients, managing risk, building relationships, and collaborating with teammates; requires adaptiveness and strong computer skills (Word, Excel, PowerPoint, Salesforce).