Wealth Management Client Associate - Client-Centric Support

Bank of America; Ann Arbor (MI); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management unit seeks a client service professional to support multiple Financial Advisors, addressing service needs and coordinating with clients and FA teams. The role emphasizes accuracy, timely follow-ups, and risk-aware processes.

The ideal candidate is customer-focused, detail-oriented, and proficient with Salesforce and Microsoft Office, able to learn new platforms quickly and work collaboratively in a fast-paced setting.

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 (or 63/65) licenses, or must obtain within a set timeframe.
• Strong knowledge of investment products and a client-centric mindset.
• Highly motivated self-starter with focus on results and adaptability to new technologies.

Responsibilities

• Provide excellent client service to clients of Financial Advisors, education on bank services.
• Ensure timeliness and accuracy of client materials and follow up on requests.
• Support adherence to bank policies to protect clients and manage risk.
• Deepen client relationships by promoting banking offerings.
• Cover team activities during absences or peak times while maintaining a client-first approach.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory Pipeline

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Bank of America’s Merrill Wealth Management unit seeks a client service professional to support multiple Financial Advisors, addressing service needs and coordinating with clients and FA teams. The role emphasizes accuracy, timely follow-ups, and risk-aware processes.

The ideal candidate is customer-focused, detail-oriented, and proficient with Salesforce and Microsoft Office, able to learn new platforms quickly and work collaboratively in a fast-paced setting.