Private Wealth Client Associate — Wealth Management Support

Bank of America; Bloomfield Hills (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering exceptional client service, coordinating client materials, and promoting the bank's integrated wealth and banking solutions across our advisory teams.

In a collaborative in‑office culture, you will deepen relationships, ensure timely, accurate responses to requests, and help protect clients while adhering to policies, procedures, and risk controls.

Qualifications

• Requires FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66).
• Experience with investment products and a client-centric mindset.
• Strong written and verbal communication skills; proficient with MS Word, Excel, PowerPoint, and Salesforce.

Responsibilities

• Provides excellent client service to clients by educating them on all bank service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests.
• Supports operational excellence and risk management by aligning practices with bank policies and procedures.
• Identifies, deepens, and maintains client relationships by promoting bank offerings and integrating banking into day-to-day practices.
• Supports day-to-day team activities, covering roles as needed 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

Job description

Bank of America Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering exceptional client service, coordinating client materials, and promoting the bank's integrated wealth and banking solutions across our advisory teams.

In a collaborative in‑office culture, you will deepen relationships, ensure timely, accurate responses to requests, and help protect clients while adhering to policies, procedures, and risk controls.