Wealth Management Client Success Associate

Bank of America; Princeton (NJ); On-site; USD 71,635,200 - 126,077,952; Full time

Job summary

Merrill Wealth Management in Princeton, NJ, seeks a client service professional to support Financial Advisors, delivering responsive service and solutions aligned with enterprise objectives. You will help with client materials, risk-aware practices, and day-to-day team needs while maintaining a client-first approach.

The role emphasizes educating clients on services, coordinating with FAs, and handling multiple requests with accuracy in a fast-paced environment.

Qualifications

• High School Diploma or GED is required.
• Ability to learn and adapt to new information and technology platforms.
• Demonstrates a client-centric mindset and strong work ethic.

Responsibilities

• Provide excellent client service to bank clients and educate on offerings.
• Ensure timeliness and accuracy in client materials and FA requests.
• Align practices with bank policies to support risk management.
• Deepen client relationships and promote banking solutions to FAs.
• Cover roles as needed and maintain 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

Written Communications

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Merrill Wealth Management in Princeton, NJ, seeks a client service professional to support Financial Advisors, delivering responsive service and solutions aligned with enterprise objectives. You will help with client materials, risk-aware practices, and day-to-day team needs while maintaining a client-first approach.

The role emphasizes educating clients on services, coordinating with FAs, and handling multiple requests with accuracy in a fast-paced environment.