Wealth Management Client Associate — Client-First Support & Growth

Bank of America; Michigan; On-site; USD 42,000 - 66,000; Full time

Job summary

Merrill Wealth Management is seeking a client service associate to support Financial Advisors and deliver tailored banking solutions. You will be the primary client contact, coordinating materials, and ensuring service excellence within a fast-paced advisory environment.

The role emphasizes client-centric service, collaboration with advisors, and adherence to bank policies, with in-office expectations and onsite requirements as needed.

Qualifications

• Enthusiastic, self-motivated with a strong work ethic and results focus.
• Client-centric mindset; acts in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.
• Desirable: FINRA SIE, Series 7, and/or Series 66 (63/65 accepted).
• Industry knowledge of investment products and client experience.
• Experience delivering complex solutions and excellent client experience.
• Able to work in a fast-paced environment with evolving responsibilities.
• Detail-oriented with a commitment to ongoing learning and discretion.

Responsibilities

• Provides excellent client service to Merrill Wealth Management clients.
• Supports servicing multiple Financial Advisors and client needs.
• Ensures accuracy and timeliness of client materials and requests.
• Protects client information and aligns with bank policies and risk controls.
• Maintains client relationships and promotes banking solutions to FA clients.

Skills

Account Management

Client Management

Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Written Communications

Emotional Intelligence

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management is seeking a client service associate to support Financial Advisors and deliver tailored banking solutions. You will be the primary client contact, coordinating materials, and ensuring service excellence within a fast-paced advisory environment.

The role emphasizes client-centric service, collaboration with advisors, and adherence to bank policies, with in-office expectations and onsite requirements as needed.