Wealth Management Client Associate - Client Services Lead

Bank of America; Virginia; On-site; USD 60,000 - 80,000; Full time

Job summary

Merrill Wealth Management is seeking a client-focused advisor support professional who will educate clients on Bank of America services, ensure accurate materials, and help manage risk and client relationships. The role emphasizes collaboration with Financial Advisors and a strong client-first mindset.

Applicants should demonstrate results orientation, adaptability to new technology, and the ability to work onsite in a fast-paced environment.

Qualifications

• Required: FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66) licenses or must obtain within timeframe if hired into a registered role.
• Deep knowledge of investment products and industry practices.
• Client-centric mindset with strong work ethic and results orientation.

Responsibilities

• Provide excellent client service and educate clients on the bank's services and offerings.
• Ensure timeliness and accuracy of client materials and follow up on requests.
• Help align practices with bank policies to support risk management and operational excellence.
• Identify and deepen client relationships by promoting banking solutions through the advisory team.
• Support day-to-day team activities and cover roles during absences or peak periods.

Skills

Account Management

Client Management

Customer 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 / Secondary School or equivalent

Job description

Merrill Wealth Management is seeking a client-focused advisor support professional who will educate clients on Bank of America services, ensure accurate materials, and help manage risk and client relationships. The role emphasizes collaboration with Financial Advisors and a strong client-first mindset.

Applicants should demonstrate results orientation, adaptability to new technology, and the ability to work onsite in a fast-paced environment.