Wealth Management Client Associate — Client Services & Advisory

Bank of America

Portsmouth (VA)

On-site

USD 42,000 - 65,000

Full time

10 days ago

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Job summary

Bank of America Merrill Wealth Management is seeking a dedicated client service professional in the United States. The role supports multiple Financial Advisors by delivering superior client service and tailoring solutions to client needs, while aligning with enterprise objectives and risk controls.

The position emphasizes a client-centric approach, strong investment product knowledge, and proficiency with banking offerings.

Qualifications

FINRA SIE, Series 7, and Series 66 (63/65 accepted) licenses required.
Strong knowledge of investment products.
Self-starter with strong work ethic and results focus.
Client-centric mindset; acts in the best interest of the client.
Ability to learn new information and technology platforms.

Responsibilities

Provide excellent client service to Merrill clients through educating them on all bank offerings.
Ensure timely, accurate client materials and follow up on all client and FA requests.
Ensure practices align with bank policies to support operational excellence, protect clients, and manage risk.
Identify, deepen, and maintain client relationships with emphasis on promoting banking solutions to the FA.
Support day-to-day team activities and cover roles during absences, maintaining a client-first mindset.