Wealth Management Client Associate — Client Service & Support

Bank of America; South Carolina; On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Discretionary incentive

Annual discretionary plan

Benefits eligible

Job summary

Bank of America is seeking a Registered Wealth Management Client Associate to support Merrill Wealth Management teams in Oak Brook, IL. The role emphasizes client service, adherence to policies, and relationship building.

Ideal candidates hold FINRA SIE, Series 7, and Series 66 or equivalents, with strong knowledge of investment products and a client-centric approach. This in-office position includes benefits eligibility and a discretionary incentive plan.

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66).
• Advanced knowledge of investment products and financial services.
• Client-centric mindset with focus on client outcomes.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to Merrill Wealth Management clients.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships by promoting banking offerings to clients.
• Supports day-to-day team activities and covers roles as needed with a client-first mindset.

Skills

SIE

Series 7

Series 66

Investment knowledge

Client-centric mindset

Tech adaptability

Tools

Salesforce

MS Office (Word/Excel/PowerPoint)

Job description

Bank of America is seeking a Registered Wealth Management Client Associate to support Merrill Wealth Management teams in Oak Brook, IL. The role emphasizes client service, adherence to policies, and relationship building.

Ideal candidates hold FINRA SIE, Series 7, and Series 66 or equivalents, with strong knowledge of investment products and a client-centric approach. This in-office position includes benefits eligibility and a discretionary incentive plan.