Wealth Management Client Associate - Elite Client Services

Bank of America; Village of Great Neck (NY); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Annual discretionary plan

Benefits eligible

Job summary

Bank of America’s Merrill Wealth Management division seeks a Client Service Associate to support Financial Advisors across enterprise objectives and client advocacy. You will tailor solutions to client needs and serve as the primary point of contact for client service within Merrill.

Responsibilities include educating clients on bank services, ensuring accuracy in materials, and promoting risk‑aware practices.

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66) or must obtain within a specified timeframe if hired into a registered job code.
• Demonstrates advanced industry knowledge and an understanding of investment products.
• Self‑starter with a strong work ethic and a focus on results; client‑centric mindset.
• Ability to learn and adapt to new information and technology platforms.
• Experience working with clients, delivering complex solutions, and providing excellent client experiences.

Responsibilities

• Provides excellent client service to the bank's clients by educating them on all service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests.
• Helps ensure practices align with bank policies to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by emphasizing the bank's offerings and incorporating banking into day‑to‑day practices.
• Supports day‑to‑day team activities and coverage during absences or peak periods, 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

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Bank of America’s Merrill Wealth Management division seeks a Client Service Associate to support Financial Advisors across enterprise objectives and client advocacy. You will tailor solutions to client needs and serve as the primary point of contact for client service within Merrill.

Responsibilities include educating clients on bank services, ensuring accuracy in materials, and promoting risk‑aware practices.