Wealth Management Client Support Associate

Bank of America; Montgomery (AL); On-site; USD 42,000 - 68,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, seeks motivated professionals to deliver client-focused banking and investment guidance. The role emphasizes educating clients on bank services, accurate materials, and risk-aware practices within an in-office culture that supports collaboration and career growth.

You will work with Financial Advisors and Wealth Management Client Associates to deepen relationships, promote integrated banking, and provide timely support in a fast-paced,

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset, always acting in the client’s best interest.
• Able to learn and adapt to new information and technology.

Responsibilities

• Provides excellent client service by educating clients on the bank’s offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports alignment with bank policies, risk management, and operational excellence.
• Identifies and deepens client relationships by promoting banking solutions to FAs.
• Supports day-to-day team activities and fills in 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

Referral Identification

Written Communications

Education

High School Diploma / GED

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Merrill Wealth Management, part of Bank of America, seeks motivated professionals to deliver client-focused banking and investment guidance. The role emphasizes educating clients on bank services, accurate materials, and risk-aware practices within an in-office culture that supports collaboration and career growth.

You will work with Financial Advisors and Wealth Management Client Associates to deepen relationships, promote integrated banking, and provide timely support in a fast-paced,