Wealth Management Client Associate

Bank of America

. Provide client service support to potentially multiple Financial Advisors .

Posted 10/7/2026full-timeFort Lee • New Jersey • United StatesJuniorMid-Level💰 $25 - $44 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates a client-centric approach by providing exceptional service and customized solutions while ensuring compliance with bank policies. Proficient in managing client relationships and delivering complex solutions in a fast-paced environment.

Highest-signal resume keywords

Client Service SupportFINRA Securities Industry Essentials (SIE)Series 7Series 66Microsoft Office Suite

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment Products KnowledgeClient Relationship ManagementOperational ExcellenceDetail OrientationComplex Solution Delivery

Soft Skills

Enthusiastic Self-StarterStrong Work EthicProfessional CommunicationAdaptabilitySound Judgment

Tools & Technologies

SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

High School DiplomaGEDFINRA Securities Industry Essentials (SIE)Series 7Series 66

Industry Keywords

Client AdvocacyBanking OfferingsOperational Risk ManagementClient ExperienceFast-Paced Environment

About the role

Key responsibilities & impact

Provide client service support to potentially multiple Financial Advisors
Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisor's business
Customize solutions based on clients' specific needs
Serve as the frequent point of contact within Merrill for clients' service needs
Educate clients on the bank's service and banking offerings
Ensure timeliness, accuracy, and completeness of client materials
Follow up on client and Financial Advisor requests
Help ensure practices align with bank policies and procedures
Support operational excellence, protect clients, and manage risk
Identify, deepen, and maintain client relationships
Emphasize bank offerings and promote incorporation of banking into clients' day-to-day practices
Communicate outputs to the Financial Advisor
Support day-to-day team activities and needs, including covering roles during absences or seasonal increases
Lead with a client-first mindset

Requirements

What you’ll need

Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
Client-centric mindset and commitment to acting in the client's best interest
Ability to learn and adapt to new information and technology platforms
High School Diploma / GED / Secondary School or equivalent
Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Industry knowledge and understanding of investment products
Experience working with clients, fulfilling needs, delivering complex solutions, and providing an excellent client experience
Comfortable operating in a fast-paced environment with changing and evolving responsibilities
Detail oriented
Commitment to continuous learning and professional growth
Sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Professional verbal and written communication skills
Ability to work onsite in accordance with the workplace excellence policy if selected
37.5 hours per week

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support for employees
In-office culture supporting collaboration, engagement, and career development
Potential flexibility based on role-specific responsibilities and business needs