Wealth Management Client Success Associate

Bank of America; North Bethesda (MD); On-site; USD 60,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management unit seeks a client services professional to support Financial Advisors and act as the main point of contact for client service needs. You will help deliver tailored banking solutions while upholding risk controls and policy adherence.

The role emphasizes client-centric service, collaboration with advisors, and the ability to adapt to a fast-paced financial environment. On-site work is required in the Washington metro area, with standard banking hours.

Qualifications

• Demonstrates client-centric mindset and strong work ethic.

Responsibilities

• Provide excellent client service to Merrill Wealth Management clients and educate them on banking and service offerings.
• Be the primary point of contact for clients and Financial Advisors to address service needs.
• Support enterprise strategic objectives and operational excellence while ensuring risk management and policy alignment.
• Identify client relationships to deepen engagement and promote integrated bank offerings.
• Assist with day-to-day team activities, stepping in during absences or peak periods with a client-first mindset.

Skills

Client Service

Attention to detail

Communication skills

Team collaboration

Problem solving

Relationship building

Adaptability

Microsoft Office

Salesforce

Education

High School Diploma / GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management unit seeks a client services professional to support Financial Advisors and act as the main point of contact for client service needs. You will help deliver tailored banking solutions while upholding risk controls and policy adherence.

The role emphasizes client-centric service, collaboration with advisors, and the ability to adapt to a fast-paced financial environment. On-site work is required in the Washington metro area, with standard banking hours.