Wealth Management Client Associate — Client Services

Bank of America; Vienna (VA); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Benefits eligible

Annual discretionary plan

Job summary

Bank of America’s Merrill Wealth Management team seeks a client service professional to support Financial Advisors and their clients, delivering timely, accurate materials and consistent service. You will help deepen client relationships, promote banking solutions, and ensure adherence to policies while covering team needs during busy periods.

The role emphasizes a client-first mindset, strong communication, and the ability to learn new technology platforms in a fast-paced environment.

Qualifications

• FINRA SIE, Series 7, and Series 66 (63/65 accepted) required.
• Strong knowledge of investment products and client-centric mindset.
• Ability to learn new information and adapt to platforms.

Responsibilities

• Provide client service support to Financial Advisors and their clients.
• Ensure alignment with bank policies and manage risk in operations.
• Deepen client relationships and promote banking solutions in day-to-day work.
• Cover team needs during absences and peak periods with a client-first approach.

Skills

Client service

Relationship building

Problem solving

Self-motivation

Learning new tech

Communication

Sales/advisory mindset

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team seeks a client service professional to support Financial Advisors and their clients, delivering timely, accurate materials and consistent service. You will help deepen client relationships, promote banking solutions, and ensure adherence to policies while covering team needs during busy periods.

The role emphasizes a client-first mindset, strong communication, and the ability to learn new technology platforms in a fast-paced environment.