Wealth Management Client Associate – Growth & Impact

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

Job summary

Merrill Wealth Management, a Bank of America division, is seeking a Client Service Associate to support Financial Advisors in delivering personalized banking and investment solutions. You will educate clients on services, ensure accurate materials, and help deepen relationships while maintaining compliance and client advocacy.

The role emphasizes a client-first mindset, adaptability to a fast-paced environment, and collaboration with the advisory team to meet enterprise objectives and risk

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Client-centric mindset, acting in the best interest of clients.
• Ability to learn and adapt to new information and technology.

Responsibilities

• Provides excellent client service by educating clients on banking offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Aligns practices with policies to support risk management and operational excellence.
• Deepens client relationships and communicates outputs to Financial Advisor.
• Supports day-to-day team activities with a client-first mindset.

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

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Merrill Wealth Management, a Bank of America division, is seeking a Client Service Associate to support Financial Advisors in delivering personalized banking and investment solutions. You will educate clients on services, ensure accurate materials, and help deepen relationships while maintaining compliance and client advocacy.

The role emphasizes a client-first mindset, adaptability to a fast-paced environment, and collaboration with the advisory team to meet enterprise objectives and risk