Wealth Management Client Associate — Client Services & Growth

Bank of America; Ann Arbor (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, is seeking a Client Service Associate to support Financial Advisors in delivering tailored wealth management solutions. You will educate clients on banking and investment offerings, ensuring timely delivery of materials and strong risk-aware practices.

The role emphasizes a client-first mindset, multi-license compliance, and collaboration across teams in an in-office culture with opportunities for career development.

Qualifications

• Currently holds FINRA SIE, Series 7, and Series 66 (63/65 accepted) licenses or must obtain within hiring timeframe.
• Strong understanding of investment products and a client-centric mindset.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provide excellent client service to Merrill clients by educating them on the bank's services.
• Ensure timeliness and accuracy of client materials; follow up on all requests from clients and Financial Advisors.
• Align practices with bank policies to support operational excellence and manage risk.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Office

Job description

Merrill Wealth Management, part of Bank of America, is seeking a Client Service Associate to support Financial Advisors in delivering tailored wealth management solutions. You will educate clients on banking and investment offerings, ensuring timely delivery of materials and strong risk-aware practices.

The role emphasizes a client-first mindset, multi-license compliance, and collaboration across teams in an in-office culture with opportunities for career development.