Registered Private Wealth Client Associate

Bank of America; Chicago (IL); On-site; USD 34,440 - 60,614; Full time

Benefits offered by this job

Paid time off

Access to industry-leading benefits

Job summary

Bank of America is looking for a Client Service Associate to join its Merrill Wealth Management team in Chicago. This role involves delivering exceptional service to clients and supporting Financial Advisors with their needs. Candidates should possess strong communication skills and client-centric mindsets, along with relevant securities licenses.

The position requires on-site work at the Bank of America Tower and offers competitive hourly pay ranging from $25.00 to $44.00 based on experience.

Qualifications

• Excellent client experience and complex solutions delivery.
• Ability to learn and adapt to new information and technology.
• Client-centric mindset, focusing on the best interests of clients.

Responsibilities

• Serve as the primary point of contact for clients and Financial Advisors.
• Ensure timeliness, accuracy, and completeness of client materials.
• Support day‑to‑day team activities and manage client relationships.

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

Bachelor's Degree

Tools

Microsoft Office (Word, Excel, PowerPoint)

Salesforce

Job description

Job Overview

Merrill Wealth Management, a leading provider of comprehensive wealth management and investment products and services, seeks a Client Service Associate to support Financial Advisors across the firm. This role focuses on delivering client‑centric service, ensuring operational excellence, and fostering strong client relationships.

Responsibilities

• Serve as the primary point of contact for clients and Financial Advisors, addressing all service needs.
• Provide excellent client service and educate clients on the bank’s service and banking offerings.
• Ensure timeliness, accuracy, and completeness of client materials, and follow up on all client and FA requests.
• Assist in aligning practices with the bank’s policies and procedures to support operational excellence and risk management.
• Identify, deepen, and maintain client relationships by promoting banking integration into day‑to‑day practices and communicating outcomes to the FA.
• Support day‑to‑day team activities, including covering roles during absences or seasonal increases.

Required Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (Series 63 and 65 accepted in lieu of 66). If these licenses are not held at hiring, they must be obtained within a specified timeframe.
• Advanced industry knowledge and understanding of investment products.
• Enthusiastic, highly motivated self‑starter with a strong work ethic and results focus.
• Client‑centric mindset, always acting in the best interest of the client.
• Ability to learn, adapt to new information and technology platforms.

Desired Qualifications

• Experience providing excellent client experience, fulfilling client needs and delivering complex solutions.
• Comfortable operating in a fast‑paced, evolving environment.
• Detail oriented with strong judgment and discretion in handling sensitive information.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and Salesforce.
• Strong verbal and written communication skills.

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 & Experience

Minimum: High School Diploma / GED / Secondary School or equivalent. Bachelor's Degree or equivalent work experience is preferred.

Work Schedule

Shift: 1st shift (United States). Hours per week: 37.5. Location: 110 N Wacker Dr – Bank of America Tower, Chicago, IL 60601 (on‑site work required).

Compensation and Benefits

Hourly pay range: $25.00 – $44.00, determined by experience, education, and skill set. Eligible for a discretionary annual incentive.

Benefits: Access to industry‑leading benefits, paid time off, resources, and support for physical, emotional, and financial well‑being.

Equal Opportunity Employer

Merrill is an equal opportunity employer and encourages applications from candidates of all backgrounds.