Wealth Management Client Associate

Job Overview

Provide client‑service support to one or more Financial Advisors, serving as the primary point of contact for Merrill clients. Act as a liaison between advisors, clients and the bank, ensuring timely, accurate delivery of client materials and assistance with advisor needs.

• Deliver excellent client service by educating clients on all bank products and services.
• Ensure timeliness, accuracy and completeness of client materials; follow up on all client and FA requests.
• Ensure practices align with bank policies and procedures to support operational excellence and risk management.
• Identify, deepen and maintain client relationships by promoting banking integration into day‑to‑day practices.
• Support day‑to‑day team activities, including covering roles during absences or seasonal increases.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results.
• Client‑centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

• Currently holds or is pursuing FINRA SIE, Series 7, and/or Series 66 (or 63/65 in lieu of 66).
• Knowledge of investment products and the ability to deliver complex solutions.
• Experience working with clients in a fast‑paced environment.
• Detail oriented, committed to continuous learning, and possessing sound judgment and discretion with sensitive information.
• Strong computer skills in Microsoft Word, Excel, PowerPoint, and Salesforce.
• Excellent verbal and written communication skills.

• Account and Client Management
• Customer and Client Focus
• Issue Management
• Oral and Written Communications
• Business Development, Client Solutions, Advisory Pipeline Management, Referral Identification
• Prioritization, Administrative Services, Emotional Intelligence

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States). Hours per week: 37.5.

Location:

US – CT – Southbury – 108 MAIN ST N (CT9108).

Hourly pay: $25.00 – $44.00 (range based on experience). Eligible for discretionary incentive plan and yearly discretionary award. Benefits package includes paid time off and employee resources.

Internal employees working from home may apply. If selected, onsite work may be required per workplace policy.

Bank of America is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or any other legally protected characteristic.