Wealth Management Client Associate: Client-Centric Support

Bank of America; Ann Arbor (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to provide client service support to multiple Financial Advisors. You will contribute to enterprise objectives, operational excellence, and client advocacy while tailoring solutions to client needs.

The role emphasizes serving as the primary contact within Merrill to address client service needs, with a focus on collaboration, accuracy, and risk-aware practices in an in-office setting.

Qualifications

• Current holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66) or must obtain within specified timeframe.
• Advanced industry knowledge and understanding of investment products.
• Self-starter with strong work ethic and results focus.
• Client-centric mindset; acts in best interest of client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to bank's clients and educates them on offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and risk.
• Identifies, deepens, and maintains client relationships with FA, promoting banking solutions.
• Supports day-to-day team activities and coverage during absences with a client-first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Bank of America’s Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to provide client service support to multiple Financial Advisors. You will contribute to enterprise objectives, operational excellence, and client advocacy while tailoring solutions to client needs.

The role emphasizes serving as the primary contact within Merrill to address client service needs, with a focus on collaboration, accuracy, and risk-aware practices in an in-office setting.