Wealth Management Client Associate - Client Services & Advisor Support

Bank of America; Paramus (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team seeks a client-focused professional to support Financial Advisors and deliver exceptional client service. You will educate clients on a wide range of banking and investment services while maintaining accurate, compliant materials and fostering strong relationships.

The role emphasizes adaptability, initiative, and teamwork, with coverage of essential client needs during peak times and absences.

Qualifications

• Requires FINRA SIE, Series 7 and Series 66 (63/65 accepted)
• Experience with investment products and client service
• Demonstrates client-centric mindset and strong work ethic
• Able to learn and adapt to new information and platforms
• Proficient with MS Office and Salesforce

Responsibilities

• Provide client service support to multiple Financial Advisors
• Educate clients on bank services and offerings
• Ensure materials are accurate and compliant with policies
• Grow and maintain client relationships with a client-first mindset
• Cover team roles during absences or peak periods

Skills

FINRA SIE

Series 7

Series 66

client relationship management

investment products knowledge

adaptability

strong work ethic

self-starter

communication skills

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management team seeks a client-focused professional to support Financial Advisors and deliver exceptional client service. You will educate clients on a wide range of banking and investment services while maintaining accurate, compliant materials and fostering strong relationships.

The role emphasizes adaptability, initiative, and teamwork, with coverage of essential client needs during peak times and absences.