Wealth Management Client Associate

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

Job summary

Merrill Wealth Management is seeking a client service professional to support Financial Advisors and their clients in Massachusetts. The role focuses on education about bank services, delivering timely, accurate client materials, and maintaining strong compliant processes.

Ideal candidates are self‑driven, with a client‑first mindset, and capable of adapting to new technology platforms and a fast‑paced environment. Strong communication skills and teamwork are essential.

Qualifications

• Enthusiastic, highly motivated self‑starter with strong work ethic and focus on results.
• Client‑centric mindset, always acting in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provide excellent client service to the bank's clients through educating them on all of the bank's services and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor requests.
• Assist with ensuring practices are in alignment with the bank's policies and procedures.
• Identify, deepen, and maintain client relationships and promote incorporation of banking into day‑to‑day practices.
• Support day‑to‑day team activities and needs, covering roles in times of absence or seasonal increases.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advocacy Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent.

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. This role supports multiple Financial Advisors by providing client service support and helping meet enterprise strategic objectives.

Responsibilities

• Provide excellent client service to the bank's clients through educating them on all of the bank's services and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor requests.
• Assist with ensuring practices are in alignment with the bank's policies and procedures.
• Identify, deepen, and maintain client relationships and promote incorporation of banking into day‑to‑day practices.
• Support day‑to‑day team activities and needs, covering roles in times of absence or seasonal increases.

Required Qualifications

• Enthusiastic, highly motivated self‑starter with strong work ethic and focus on results.
• Client‑centric mindset, always acting in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.

Desired Qualifications

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66).
• Industry knowledge and understanding of investment products.
• Experience working with clients, delivering complex solutions, and providing excellent client experience.
• Comfortable operating in a fast‑paced environment with evolving responsibilities.
• Detail oriented, continuous learning, sound judgment, discretion with sensitive information.
• Strong computer skills: Microsoft Word, Excel, PowerPoint, Salesforce.
• Professional verbal and written communication skills.

Skills

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions
• Advocacy Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

Education

Minimum: High School Diploma / GED / Secondary School or equivalent.

Work Environment

Full‑time, 1st shift (U.S.) 37.5 hours per week. Remote employees may be required to work onsite.

Pay

Hourly: $25.00 – $44.00, based on experience, education and skill set. Discretionary incentive eligible.

Benefits

Eligible for benefits, including industry‑leading benefits, paid time off, and resources to support employee well‑being.