Wealth Management Client Associate & Admin Support

Bank of America; United States; On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a dual role as a Resident Director's Client Associate and Administrative Assistant. The CA provides sales support to Financial Advisors and assists with office initiatives, serving established clients as a primary contact with Merrill Lynch.

The role emphasizes client service, adherence to bank policies, and collaboration within an in-office culture that balances flexibility with business needs.

Qualifications

• Provides excellent client service and educates clients on bank offerings.
• Ensures timeliness, accuracy in client materials and follows up on requests.
• Assists in aligning practices with bank policies to support operational excellence and risk management.

Responsibilities

• Provides excellent Client Service to clients through education on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all requests.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies and deepens client relationships by promoting banking offerings in day-to-day activities.
• Supports day-to-day team activities and covers roles during absences, maintaining a client-first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Job description

Bank of America Merrill Wealth Management is seeking a dual role as a Resident Director's Client Associate and Administrative Assistant. The CA provides sales support to Financial Advisors and assists with office initiatives, serving established clients as a primary contact with Merrill Lynch.

The role emphasizes client service, adherence to bank policies, and collaboration within an in-office culture that balances flexibility with business needs.