Wealth Management Client Associate — Advisor Support

Bank of America; Boca Raton, Northern (FL, KY); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a client service professional to support Financial Advisors and Wealth Management Client Associates. You will deliver tailored service, educate clients on offerings, and drive a high‑quality client experience.

You’ll ensure timely materials, uphold policies, deepen relationships, and cover team needs with a client‑first mindset in a fast‑paced environment.

Qualifications

• Licenses required or to be obtained within a specified timeframe.
• Strong knowledge of investment products and client service.
• Ability to learn new information and technology platforms.
• Client-centric mindset with focus on results.

Responsibilities

• Provides excellent client service to clients and educates them on banking offerings.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences.

Skills

Client service

Relationship management

Attention to detail

Communication skills

Team collaboration

Problem solving

Financial services knowledge

Education

FINRA SIE

Series 7

Series 66 (63/65 accepted)

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management seeks a client service professional to support Financial Advisors and Wealth Management Client Associates. You will deliver tailored service, educate clients on offerings, and drive a high‑quality client experience.

You’ll ensure timely materials, uphold policies, deepen relationships, and cover team needs with a client‑first mindset in a fast‑paced environment.