Wealth Management Client Success Associate

Bank of America; Whitefish (MT); On-site; USD 50,000 - 65,000; Full time

Job summary

Bank of America, Merrill Wealth Management, is seeking a client service professional to educate clients on the bank's offerings and support the advisory team. The role emphasizes accuracy, policy adherence, and a client-first approach within a collaborative in-office culture.

Responsibilities include nurturing client relationships, facilitating requests for Financial Advisors, and contributing to team operations while maintaining high service standards.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to educate clients on the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests from clients and Financial Advisors.
• Assists with ensuring practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by promoting banking solutions to FAs and clients.
• Supports day-to-day team activities, covering roles in absences or peak times 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

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America, Merrill Wealth Management, is seeking a client service professional to educate clients on the bank's offerings and support the advisory team. The role emphasizes accuracy, policy adherence, and a client-first approach within a collaborative in-office culture.

Responsibilities include nurturing client relationships, facilitating requests for Financial Advisors, and contributing to team operations while maintaining high service standards.