Relationship Manager

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

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description

This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing.

Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

• Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
• Attends client review meetings to assist with relationship deepening conversations
• Executes on the team service model, including engaging with specialists/partners to address client's needs
• Manages aspects of the client relationship process, including client onboarding and resolving escalations
• Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy

Required Qualifications

Either 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. Individuals in this role are required to maintain a Form ADV-2B, which provides clients details on individual's experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (SEC). Obtain and/or maintain at least one firm approved designation. Possess and demonstrate strong communication skills. Ability to lead through collaboration and influence without direct authority. Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once. Thorough knowledge and understanding of the suite of Wealth Management products and services. Proven ability to manage risk and support sound decisions. Ability to research escalated client issues for response/resolution.

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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift

1st shift (United States of America)

Hours Per Week

40

Privacy Statement

https://careers.bankofamerica.com/en-us/privacy-notice

About Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America's efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency