Wealth Management Client Associate

Bank of America; Toledo (OH); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is seeking a role within Merrill Wealth Management to provide client service and operational support to Financial Advisors, educating clients on the bank's services and ensuring timely, accurate materials.

The role emphasizes a client‑first mindset, adaptability to evolving responsibilities, and strong collaboration with FA teams to deepen relationships and deliver Exceptional service.

Qualifications

• Able to learn and adapt to new information and technology platforms.
• Client-centric mindset, always acting in the best interest of the client.

Responsibilities

• Provides excellent client service to the bank's clients through educating them on all of the bank's services and banking offerings.
• Assists in ensuring practices align with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships by emphasizing the bank's offerings and promoting incorporation of banking into day‑to‑day practices, and communicates outputs to the FA.
• Supports day‑to‑day team activities and needs, including covering roles during absences or seasonal need increases, while leading with a client‑first mindset.

Skills

Account Management

Client Management

Customer 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

Excel

PowerPoint

Salesforce

Job description

Role Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The role supports multiple Financial Advisors by providing client service and operational support.

Responsibilities

• Provides excellent client service to the bank's clients through educating them on all of the bank's services and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists in ensuring practices align with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships by emphasizing the bank's offerings and promoting incorporation of banking into day‑to‑day practices, and communicates outputs to the FA.
• Supports day‑to‑day team activities and needs, including covering roles during absences or seasonal need increases, while leading with a client‑first mindset.

Qualifications

Required Qualifications:

• Enthusiastic, highly motivated self‑starter with a strong work ethic and 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), Series7, and/or Series66 (63 and65 accepted in lieu of66).
• Possesses industry knowledge and an understanding of investment products.
• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast‑paced environment with changing and evolving responsibilities.
• Detail‑oriented.
• Demonstrates 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.
• Demonstrates 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.

Work Schedule

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

Additional Information

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