Wealth Management Client Associate - Client Services

Bank of America; New Jersey; On-site; USD 60,000 - 75,000; Full time

Job summary

Merrill Wealth Management at Bank of America is seeking a Client Service Associate to support multiple Financial Advisors and deliver proactive client service. You will be the primary contact for client inquiries and will coordinate investment and banking solutions to meet client needs.

This in-office role emphasizes collaboration, career development, and a client-first mindset. You will help ensure end-to-end service quality while maintaining strong relationships and accurate client materials.

Qualifications

• SIE, Series 7, and Series 66 required.
• Advanced knowledge of investment products.
• Client-centric mindset with strong results focus.
• Ability to learn and adapt to new platforms.

Responsibilities

• Provides excellent client service to Merrill clients and educates them on the bank's offerings.
• Supports Financial Advisors with client requests and coordination of services.
• Ensures materials are timely, accurate, and compliant with policies.
• Identifies and deepens client relationships while promoting banking solutions.
• Assists with coverage and team coverage during absences or peak periods.

Skills

Account Management

Client Management

Oral Communications

Written Communications

Sales & Business Development

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Merrill Wealth Management at Bank of America is seeking a Client Service Associate to support multiple Financial Advisors and deliver proactive client service. You will be the primary contact for client inquiries and will coordinate investment and banking solutions to meet client needs.

This in-office role emphasizes collaboration, career development, and a client-first mindset. You will help ensure end-to-end service quality while maintaining strong relationships and accurate client materials.