Private Wealth Relationship Specialist

Bank of America; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a Client Associate to support Financial Advisors in strengthening client relationships, handling non‑administrative client requests, and assisting with investment discussions and portfolio review.

You will coordinate client meetings, help implement the team’s service model, and collaborate with specialists to address clients’ needs while maintaining regulatory standards and accurate documentation.

Qualifications

• Series 7 and 66 licenses or Series 7, 63 and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration.
• Maintain a Form ADV-2B detailing experience and education; SEC rules apply.
• Obtain at least one firm‑approved designation.
• Strong communication; able to lead through collaboration and influence without direct authority.
• Knowledge of Wealth Management products and services; risk awareness and sound decision making.
• Ability to research escalated client issues for resolution.

Responsibilities

• Tracks client actions to ensure high service levels and timely updates to the team.
• Attends client review meetings to deepen client relationships.
• Executes the team service model, coordinating with specialists/partners to meet client needs.
• Manages onboarding and resolves escalations in the client relationship process.
• Supports the development and monitoring of the client book segmentation strategy.

Skills

Account Management

Business Acumen

Client Management

Client Solutions

Advisory

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Merrill Wealth Management seeks a Client Associate to support Financial Advisors in strengthening client relationships, handling non‑administrative client requests, and assisting with investment discussions and portfolio review.

You will coordinate client meetings, help implement the team’s service model, and collaborate with specialists to address clients’ needs while maintaining regulatory standards and accurate documentation.