Wealth Management Client Associate - Client Service Lead

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors. You will address service needs, educate clients on bank offerings, and help deliver enterprise strategic objectives with a client-first mindset.

This role emphasizes accuracy, risk awareness, and collaboration within a fast-paced wealth management environment, offering growth opportunities and a path to deeper client relationships.

Qualifications

• FINRA SIE, Series 7, and Series 66 (63/65 accepted).
• Knowledge of investment products and wealth management services.
• Client-centric mindset with strong work ethic and results orientation.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients via educating them on bank services.
• Supports Financial Advisors by addressing service requests and client materials with accuracy.
• Ensures compliance with bank policies to support risk management and operational excellence.
• Identifies and grows client relationships by highlighting bank offerings in day-to-day work.
• Supports day-to-day team activities and coverage when needed with a client-first approach.

Skills

FINRA SIE

Series 7

Series 66

Education

High School Diploma / GED

Job description

Bank of America’s Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors. You will address service needs, educate clients on bank offerings, and help deliver enterprise strategic objectives with a client-first mindset.

This role emphasizes accuracy, risk awareness, and collaboration within a fast-paced wealth management environment, offering growth opportunities and a path to deeper client relationships.