Wealth Management Client Success Associate

Bank of America; Rockledge (PA); On-site; USD 42,000 - 66,000; Full time

Job summary

Merrill Wealth Management is seeking a Client Service Associate to provide support to Financial Advisors, delivering client-focused service and solutions within our in-office team.

You will help with client materials, maintain relationships, and assist with day-to-day team activities, while upholding risk controls and policy alignment. This role requires strong communication, proficiency with MS Office and Salesforce, and a commitment to continuous learning.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting 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 requests.
• Supports operational excellence and risk management by aligning practices with bank policies.
• Identifies and deepens client relationships by promoting banking offerings and communicating outputs to the FA.
• Supports day-to-day team activities and coverage during absences 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

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Merrill Wealth Management is seeking a Client Service Associate to provide support to Financial Advisors, delivering client-focused service and solutions within our in-office team.

You will help with client materials, maintain relationships, and assist with day-to-day team activities, while upholding risk controls and policy alignment. This role requires strong communication, proficiency with MS Office and Salesforce, and a commitment to continuous learning.