Wealth Management Client Associate; FP

Wealth Management Client Associate (FP)

Join to apply for the Wealth Management Client Associate (FP) role at Bank of America

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the largest businesses of its kind in the world, specializing in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in‑office culture with specific requirements for office‑based attendance, allowing an appropriate level of flexibility based on role‑specific considerations.

We empower you to bring your whole self to work. We value diversity in our thoughts and within our employees and clients. Our Wealth Management team represents an array of backgrounds, bringing unique perspectives that create a culture‑driven, resilient, results‑focused community.

This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. The role expects serving as the most frequent point of contact within Merrill to address all service needs of their clients.

• Provide excellent client service to the bank’s clients through educating them on all banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor requests.
• Assist with ensuring practices align with the bank’s policies and procedures to support operational excellence, protect the bank’s clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting integration of banking into day‑to‑day practices, while communicating outputs to the FA.
• Support day‑to‑day team activities and needs, including covering roles during absences or seasonal increases, while leading with a client‑first mindset.

• 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
• Bilingual Spanish Preferred

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

37.5

• Entry level

• Full-time

• Finance and Sales

• Banking