Wealth Management Client Associate — Client Solutions Partner

Bank of America; Fairfield (CA); On-site; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits package

Discretionary incentive plan

Job summary

Bank of America’s Merrill Wealth Management is seeking a client-focused professional to deliver outstanding service to high net-worth clients and Financial Advisors. This role supports enterprise objectives, manages risk, and deepens client relationships through tailored banking and investment guidance.

The position emphasizes in-office collaboration, flexibility, and ongoing development in a fast-paced environment.

Qualifications

• Proven client service experience with a focus on accuracy and timeliness.
• Strong ability to learn and adapt to new technology platforms.
• Knowledge of FINRA SIE/Series 7/66 is desirable.

Responsibilities

• Provide excellent client service to Merrill Wealth clients and FA team.
• Support enterprise objectives, operations, and client advocacy.
• Maintain and deepen client relationships and promote banking solutions.
• Cover team needs during absences with a client-first mindset.

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

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a client-focused professional to deliver outstanding service to high net-worth clients and Financial Advisors. This role supports enterprise objectives, manages risk, and deepens client relationships through tailored banking and investment guidance.

The position emphasizes in-office collaboration, flexibility, and ongoing development in a fast-paced environment.