Wealth Management Client Associate

Bank of America; Lexington (VA); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America in Lexington, Virginia, is looking for a dedicated client service professional to support Financial Advisors at Merrill Wealth Management. This role focuses on providing excellent client service, managing client expectations, and ensuring adherence to banking policies.

Candidates should have a strong work ethic, be client-focused, and possess problem-solving abilities. Preferred qualifications include relevant industry knowledge and proficiency in key software applications. A High School Diploma or equivalent is required.

Qualifications

• Enthusiastic, highly motivated self‑starter with a strong work ethic focused on results.
• Client-centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology.

Responsibilities

• Provide excellent client service by educating clients on all bank services.
• Ensure accuracy and completeness in client materials; follow up on requests.
• Identify and maintain client relationships, promoting banking integration.

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

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Job Description: This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs) at Merrill Wealth Management.

Responsibilities

• Provide excellent client service by educating clients on all bank services and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests.
• Assist in ensuring practices align with bank policies and procedures to support operational excellence and risk management.
• Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting banking integration into day‑to‑day practices.
• Support day‑to‑day team activities, including covering roles during absence or seasonal demand increases, while leading with a client‑first mindset.

Required Qualifications

• Enthusiastic, highly motivated self‑starter with a strong work ethic and an intense focus on results.
• Client‑centric mindset, always acting in the best interest of the client.
• 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).
• Possesses industry knowledge and an understanding of investment products.
• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast‑paced, evolving environment.
• Detail oriented with a commitment to continuous learning and professional growth.
• Exhibits sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional 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

Minimum Education Requirement

• High School Diploma / GED / Secondary School or equivalent.

Job Details

• Shift: 1st shift (United States of America)
• Hours per week: 37.5
• Internal employees working from home are eligible to apply, but may be required to work on‑site if selected.