Wealth Management Client Success Associate

Bank of America; Town of Smithtown (NY); On-site; USD 34,000 - 61,000; Full time

Job summary

Bank of America is seeking a client service support professional for Merrill Wealth Management to assist multiple Financial Advisors. The role focuses on delivering exceptional client service, educating clients on bank offerings, and aligning practices with policies to protect clients and manage risk.

You will help deepen client relationships, support enterprise objectives, and cover team needs as a reliable, client-first team member in a fast-paced environment.

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.
• Internal employees who are currently working from home are still eligible to apply; may be required to work onsite.

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.
• 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

Written Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a client service support professional for Merrill Wealth Management to assist multiple Financial Advisors. The role focuses on delivering exceptional client service, educating clients on bank offerings, and aligning practices with policies to protect clients and manage risk.

You will help deepen client relationships, support enterprise objectives, and cover team needs as a reliable, client-first team member in a fast-paced environment.