Client Service Associate
Company: Bank of America
Location: Chandler
Posted on: April 2, 2026
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Job Description:
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 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 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? Shift: 1st
shift (United States of America) Hours Per Week: 37.5
Keywords: Bank of America, Tempe , Client Service Associate, Accounting, Auditing , Chandler, Arizona
