Private Wealth Client Associate, Wealth Management

Bank of America; Los Angeles (CA); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America’s Merrill Wealth Management division seeks a Client Associate/Support role in Los Angeles. You will provide top-tier client service, educate clients on banking offerings, and support Financial Advisors to deepen relationships.

Role emphasizes accuracy, compliance, and proactive client support, with required FINRA licenses and strong product knowledge. Office-based duties with potential for flexibility and competitive benefits.

Qualifications

• Current holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66).
• If licenses not held, must be obtained within a specified timeframe for registered roles.
• Possesses advanced industry knowledge of investment products and a client-centric mindset.

Responsibilities

• Provides excellent client service by educating clients on banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and manage risk.
• Identifies, deepens, and maintains client relationships by promoting banking offerings to FAs.
• Supports day-to-day team activities and covers roles during absences with a client-first mindset.

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

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management division seeks a Client Associate/Support role in Los Angeles. You will provide top-tier client service, educate clients on banking offerings, and support Financial Advisors to deepen relationships.

Role emphasizes accuracy, compliance, and proactive client support, with required FINRA licenses and strong product knowledge. Office-based duties with potential for flexibility and competitive benefits.