Wealth Management Client Associate: Client Services

Bank of America; United States; On-site; USD 34,000 - 62,000; Full time

Job summary

Bank of America Merrill Lynch seeks a client service professional to support Financial Advisors, delivering education on banking offerings and ensuring timely, accurate client materials. The role emphasizes risk-aware service, policy alignment, and proactive relationship management within a fast-paced team.

Ideal candidates will hold FINRA licenses or commit to obtaining them, demonstrate a client-centric mindset, and adapt quickly to new technology platforms.

Qualifications

• FINRA SIE, Series 7, and Series 66 licenses required or must be obtained within a specified timeframe if hired.
• Knowledge of investment products and strong client service orientation.
• Self-starter with a client-centric mindset and results focus.

Responsibilities

• Provide excellent client service to Merrill Wealth Management clients and educate them on bank services.
• Ensure timeliness and accuracy of client materials and requests.
• Align practices with bank policies to support operational excellence and risk management.
• Identify and deepen client relationships while communicating outputs to the Financial Advisor.
• Cover team roles during absences or peak periods with a client-first approach.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Team Collaboration

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America Merrill Lynch seeks a client service professional to support Financial Advisors, delivering education on banking offerings and ensuring timely, accurate client materials. The role emphasizes risk-aware service, policy alignment, and proactive relationship management within a fast-paced team.

Ideal candidates will hold FINRA licenses or commit to obtaining them, demonstrate a client-centric mindset, and adapt quickly to new technology platforms.