Wealth Management Client Associate — Client Experience

Bank of America Corporation; Mandeville (LA); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Corporation, through Merrill Wealth Management, seeks a Client Service Associate to support multiple Financial Advisors, addressing client needs with a service-first approach and a focus on risk-aware client advocacy.

The role emphasizes educating clients on bank offerings, maintaining accurate materials, and strengthening client relationships while collaborating with the FA in a fast-paced, on-site environment. Hours: 37.5 per week, 1st shift, United States.

Qualifications

• FINRA SIE, Series 7 and Series 66 (63/65 accepted in lieu) licenses; must be obtained if not currently held.
• Deep knowledge of investment products and wealth management services.
• Client-centric mindset with strong work ethic and results focus.
• Ability to learn and adapt to new technology platforms.

Responsibilities

• Provide client service support to Financial Advisors and address client needs.
• Educate clients on bank service offerings and maintain materials accuracy.
• Ensure alignment with bank policies to support risk management.
• Develop and deepen client relationships while communicating outputs to the FA.
• Cover team needs during absence or peak periods with a client-first approach.

Skills

FINRA licenses

Client relationship mgmt

Investment product knowledge

Client-centric mindset

Adaptability to tech

Excellent communication

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Corporation, through Merrill Wealth Management, seeks a Client Service Associate to support multiple Financial Advisors, addressing client needs with a service-first approach and a focus on risk-aware client advocacy.

The role emphasizes educating clients on bank offerings, maintaining accurate materials, and strengthening client relationships while collaborating with the FA in a fast-paced, on-site environment. Hours: 37.5 per week, 1st shift, United States.