Bank Of America Wealth Management Client Associate 

United States, Illinois 

15782418

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

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 (FA) 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
• Dual role, providing high-level administrative and organizational support to the senior team members
• Manage complex and ever-changing calendars; schedule and confirm internal meetings, client reviews, and strategic planning sessions
• Coordinate high-touch client interactions, including meeting prep, agenda creation, follow-up tasks, and personalized touches that reinforce a concierge-level client experience
• Support event planning for webinars, seminars, and in-person client events, including vendor coordination, RSVP tracking, and logistics
• Assist in preparing and proofreading important documents such as proposals, letters, contracts, and regulatory forms with accuracy and attention to detail
• Book and manage all travel logistics for business development trips, client visits, and conferences—including flight, hotel, ground transportation, and itinerary coordination

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

High School Diploma / GED / Secondary School or equivalent