Wealth Management Client Associate: Service & Solutions

Bank of America; Alexandria (VA); On-site; USD 35,817 - 61,992; Full time

Benefits offered by this job

Benefits eligible

Annual discretionary bonus eligibility

Job summary

Bank of America in Alexandria, VA, seeks a client service associate for Merrill Wealth Management to support Financial Advisors and client needs. You will educate clients on banking and investment products, ensuring timely and accurate materials and strong risk management.

The role emphasizes client-centric service, relationship growth, and collaboration with the FA team in a fast-paced environment. Hours are 37.5 weekly with first-shift scheduling and benefits eligibility.

Qualifications

• FINRA SIE, Series 7, and Series 66 required (63/65 accepted in lieu).
• Strong client-centric mindset with a track record of results.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to clients through educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence, policy alignment, risk management for client-facing activities.
• Identifies and deepens client relationships by promoting banking offerings to FAs and clients.
• Supports day-to-day team activities and covers for absence or seasonal needs.

Skills

FINRA SIE

Series 7

Series 66

Client-centric

Adaptability

Technology proficiency

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America in Alexandria, VA, seeks a client service associate for Merrill Wealth Management to support Financial Advisors and client needs. You will educate clients on banking and investment products, ensuring timely and accurate materials and strong risk management.

The role emphasizes client-centric service, relationship growth, and collaboration with the FA team in a fast-paced environment. Hours are 37.5 weekly with first-shift scheduling and benefits eligibility.