Wealth Management Client Associate

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

Job summary

Bank of America is seeking a client service professional for Merrill Wealth Management to support multiple Financial Advisors. This role emphasizes client advocacy and delivering operational excellence to enhance the client experience.

The ideal candidate will have a client-centric mindset, strong communication skills, and familiarity with the financial industry, including the pursuit of relevant certifications.

Qualifications

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

Responsibilities

• Provide excellent client service through education on bank offerings.
• Ensure timeliness, accuracy, and completeness in client materials.
• Assist with practice alignment to bank policies supporting operational excellence.

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

Bachelor's degree or equivalent work experience

Tools

Salesforce

Word

Excel

PowerPoint

Job description

Job Overview

Merrill Wealth Management is looking for a client service role to support multiple Financial Advisors. The position focuses on client advocacy, operational excellence, and ensuring a seamless service experience for clients.

Responsibilities

• Provide excellent client service through education on bank offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor requests.
• Assist with practice alignment to bank policies and procedures, supporting operational excellence, client protection, and risk management.
• Identify, deepen, and maintain client relationships by promoting banking integration and communicating results to the FA.
• Support day‑to‑day team activities, including covering roles during absences or seasonal demand while leading with a client‑first mindset.

Required Qualifications

• Enthusiastic, highly motivated self‑starter with strong work ethic and 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 pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63/65 accepted in lieu of 66).
• Industry knowledge and understanding of investment products.
• Experience working with clients, fulfilling needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast‑paced environment with evolving responsibilities.
• Detail oriented, committed to continuous learning and professional growth.
• Exhibits sound judgment and discretion with sensitive information.
• Strong computer skills (Word, Excel, PowerPoint, Salesforce).
• Professional verbal and written communication skills.
• Bachelor’s degree or equivalent work experience.

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

High School Diploma / GED / Secondary School or equivalent.

Shift and Hours

1st shift (United States of America), 37.5 hours per week.