Wealth Management Client Support Associate

Bank of America; Mount Pleasant (SC); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client service associate to support Financial Advisors and manage client inquiries. You will serve as the primary contact for service needs, educate clients on bank services, and help maintain accurate client materials.

The role emphasizes risk awareness, collaboration with the FA team, and a client-first approach in a fast-paced environment. Onsite with standard hours.

Qualifications

• Enthusiastic, self-starter with strong work ethic.
• Client-centric mindset focused on client needs.
• Ability to learn and adapt to technology platforms.

Responsibilities

• Provide excellent client service to Merrill Wealth clients and support Financial Advisors.
• Address service needs, ensure timely and accurate client materials, and follow up on requests.
• Protect clients and firm by aligning practices with policies and managing risk.
• Identify and deepen client relationships, promoting bank offerings.
• Support 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

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management is seeking a client service associate to support Financial Advisors and manage client inquiries. You will serve as the primary contact for service needs, educate clients on bank services, and help maintain accurate client materials.

The role emphasizes risk awareness, collaboration with the FA team, and a client-first approach in a fast-paced environment. Onsite with standard hours.