Client Service Associate

Bank of America • Chandler, Arizona • Posted July 05, 2026

About the Role

Description

:

This job is responsible for providing shared client service support to potentially multiple Financial Advisors (FAs) who have both short -term and long-term coverage needs. 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 t...