Wealth Management Client Success Associate

Bank of America; Kingsport (TN); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Services Associate to support Financial Advisors and deliver exceptional service to clients. You will educate clients on banking offerings, manage materials, and help align activities with bank policies.

You’ll work in an in-office setting with a client-first mindset, collaborating on day-to-day team tasks and adapting to evolving responsibilities in a fast-paced environment.

Qualifications

• Strong work ethic with results focus.
• Client-centric mindset and discretion.
• Ability to learn and adapt to new technology platforms.
• Pursuing FINRA SIE, Series 7, or Series 66 (63/65 accepted).
• Experience with client-facing roles in fast-paced environments.

Responsibilities

• Provides excellent client service to educate on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Aligns practices with bank policies to support risk management.
• Identifies, deepens, and maintains client relationships through the FA.
• Supports day-to-day team activities and coverage during absences.

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

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Services Associate to support Financial Advisors and deliver exceptional service to clients. You will educate clients on banking offerings, manage materials, and help align activities with bank policies.

You’ll work in an in-office setting with a client-first mindset, collaborating on day-to-day team tasks and adapting to evolving responsibilities in a fast-paced environment.