Private Wealth Client Associate – Client Services

Bank of America Corporation; Charlotte (NC); On-site; CAD 60,000 - 75,000; Full time

Job summary

Bank of America, Merrill Wealth Management, is seeking a Registered Client Associate to support Financial Advisors in servicing high-net-worth clients. You will educate clients on services, manage requests, and help align activities with bank policies.

You will work with a Private Wealth Management team handling complex wealth needs, aiming to simplify client wealth while enabling personal and professional pursuits.

Qualifications

• FINRA SIE, Series 7 and Series 66 (63/65 accepted) registrations required.
• Strong knowledge of investment products and wealth management.
• Client-centric mindset with a results-driven work ethic.

Responsibilities

• Provide client service support to Financial Advisors (FAs) and clients.
• Educate clients on bank services and banking offerings to deepen relationships.
• Ensure timely, accurate client materials and follow-ups on requests.
• Support risk management and policy alignment in daily operations.
• Maintain client relationships and assist with day-to-day team activities.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Administrative Services

Referral Identification

Education

High School Diploma

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America, Merrill Wealth Management, is seeking a Registered Client Associate to support Financial Advisors in servicing high-net-worth clients. You will educate clients on services, manage requests, and help align activities with bank policies.

You will work with a Private Wealth Management team handling complex wealth needs, aiming to simplify client wealth while enabling personal and professional pursuits.