Wealth Management Client Associate

Bank of America; Traverse City (MI); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America and Merrill Wealth Management is seeking a proactive Client Services Associate to support Financial Advisors and their clients. You will be the primary contact for service requests, educate clients on banking offerings, and ensure timely, accurate materials while maintaining risk controls.

This role emphasizes a client-centric mindset, quick learning of new platforms, and the ability to balance multiple tasks in a fast-paced environment.

Qualifications

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

Responsibilities

• Provide client service support to potentially multiple Financial Advisors.
• Support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business.
• Serve as the most frequent point of contact within Merrill to address all service needs of clients.
• Provide excellent client service by educating clients on all of the bank's service and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests.
• Assist with ensuring practices are aligned with the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships through emphasizing the bank's offerings.
• Support day-to-day team activities and needs, including covering roles in times of absence or seasonal increases.

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

Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes 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.

Responsibilities

• Provide client service support to potentially multiple Financial Advisors.
• Support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.
• Serve as the most frequent point of contact within Merrill to address all service needs of clients.
• Provide excellent client service by educating clients on all of the bank's service and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests.
• Assist with ensuring practices are aligned with the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices.
• Support day-to-day team activities and needs, including covering roles in times of absence or seasonal increases.

Qualifications

• Enthusiastic, highly motivated self‑starter with strong work ethic and intense focus on results.
• Demonstrates a 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 and 65 accepted in lieu of 66).
• 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.
• 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

Requirements

• Minimum education: High School Diploma / GED / Secondary School or equivalent.
• Shift: 1st shift (United States)
• Hours per week: 37.5

Compensation & Benefits

Competitive benefits to support physical, emotional, and financial well-being.