Client Service Associate

Bank of America

Bank of America

Customer Service
Chicago, IL, USA · United States · Remote
Posted on Wednesday, July 10, 2024

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
Client Service Associates will be co-located at a central site, and will provide shared support for advisors who have a short term need. CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead. For the initial launch, there will be one lead with 3 teams of CSAs reporting in.
• The Client Service Associates role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
• You will be part of a team of CAs supporting specific advisors and their clients. Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
• For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.

Responsibilities include:

  • End-to-end onboarding process; including systems, documentation, and follow-up
  • New account opening and maintenance
  • Phone coverage for assigned advisors
  • IAP enrollment and maintenance
  • Process and manage client servicing requests and account maintenance
  • Drive digital client engagement
  • Use Salesforce to track daily activities


  • 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

Desired Skills:

  • Undergraduate Degree
  • Seeking a detailed oriented, highly motivated individual who enjoys multi-tasking within a fast-paced environment

  • The candidate should respond well to changing and evolving job duties and expectations.

  • Strong technological skills are desired

Required Skills:

  • Minimum of 1+ years of professional or relevant internship experience

  • Knowledge of investment and banking products, policies & procedure

  • Strong client service & technical skills (MS Word & Excel)

  • Strong communication, time management, and organizational​


1st shift (United States of America)

Hours Per Week: