Wealth Management Client Success Associate

Bank of America; Torch of Friendship (FL); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a Client Service Specialist to support Financial Advisors and clients with proactive service, document accuracy, and relationship building. You will be the primary contact for clients, coordinating with the advisory team to tailor solutions to individual needs.

The role emphasizes a client-first mindset, strong communication, and the ability to learn new platforms such as Salesforce and Microsoft Office.

Qualifications

• Requires strong client-centric mindset and a disciplined work ethic.
• Demonstrates ability to learn and adapt to new information and technology platforms.
• Experience working with clients and delivering complex solutions is preferred.

Responsibilities

• Provides excellent client service to clients and supports Financial Advisors.
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Aligns practices with bank policies to support operational excellence and manage risk.
• Identifies and deepens client relationships by promoting banking offerings.
• Supports day-to-day team activities and covers roles 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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management division seeks a Client Service Specialist to support Financial Advisors and clients with proactive service, document accuracy, and relationship building. You will be the primary contact for clients, coordinating with the advisory team to tailor solutions to individual needs.

The role emphasizes a client-first mindset, strong communication, and the ability to learn new platforms such as Salesforce and Microsoft Office.