Wealth Management Client Associate - Client-First Growth

Bank of America; Montgomery (AL); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America’s Merrill Wealth Management seeks a client-focused team member to support wealth management activities in the United States. You will educate clients on banking and investment offerings and help maintain strong advisor relationships.

The role emphasizes accuracy, adherence to policies, and proactive client engagement to drive satisfaction and trust within a collaborative in-office setting.

Qualifications

• Demonstrated client-centric approach and strong work ethic.
• Comfort with learning new information and technology platforms.
• Desire to pursue FINRA SIE/Series licensing as applicable.

Responsibilities

• Provides excellent client service by educating clients on bank services.
• Maintains timeliness and accuracy in client materials and requests.
• Ensures alignment with bank policies to support risk management.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Supports team activities and steps in 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

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management seeks a client-focused team member to support wealth management activities in the United States. You will educate clients on banking and investment offerings and help maintain strong advisor relationships.

The role emphasizes accuracy, adherence to policies, and proactive client engagement to drive satisfaction and trust within a collaborative in-office setting.