Wealth Management Client Solutions Associate

Bank of America; Swansea (IL); On-site; USD 34,440 - 60,614; Full time

Benefits offered by this job

Discretionary incentive plan

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate in Swansea, IL to provide support to Financial Advisors and clients. You will help deliver service excellence, coordinate materials, and ensure compliance with policies while advocating for the client.

The role emphasizes a client-centric mindset, strong communication, and proficiency with Word, Excel, PowerPoint, and Salesforce, with opportunities for growth in a fast-paced, in-office environment.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic.
• Client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Desires FINRA SIE, Series 7, and/or Series 66; 63/65 accepted in lieu of 66.
• Experience or familiarity with investment products is a plus.

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 (FA) requests.
• Assists with ensuring practices align with the bank's policies to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by promoting the bank's offerings and integrating banking into daily practice, while reporting to the FA.
• Supports day-to-day team activities and needs including coverage in absence or peak periods, while maintaining a client-first mindset.

Skills

Account Management

Client Management

Customer Service

Communication

Salesforce

MS Office

Problem Solving

Pipeline Management

Education

High School Diploma / GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

CRM systems

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate in Swansea, IL to provide support to Financial Advisors and clients. You will help deliver service excellence, coordinate materials, and ensure compliance with policies while advocating for the client.

The role emphasizes a client-centric mindset, strong communication, and proficiency with Word, Excel, PowerPoint, and Salesforce, with opportunities for growth in a fast-paced, in-office environment.