Wealth Management Client Success Associate

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

Job summary

Bank of America’s Merrill Wealth Management team in Richmond, VA is seeking a client service professional to support Financial Advisors and client relationships.

You will help deliver tailored banking and investment guidance, educate clients on offerings, and ensure timely, accurate materials while maintaining a client-first mindset. The role emphasizes collaboration, adherence to policies, and ongoing learning in a fast-paced environment.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Client-centric mindset, acts in the best interest of the client.
• Able to learn and adapt to new information and technology platforms.

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 are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

Skills

Account Management

Client Management

Customer and Client 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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team in Richmond, VA is seeking a client service professional to support Financial Advisors and client relationships.

You will help deliver tailored banking and investment guidance, educate clients on offerings, and ensure timely, accurate materials while maintaining a client-first mindset. The role emphasizes collaboration, adherence to policies, and ongoing learning in a fast-paced environment.