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 support to Financial Advisors, ensuring compliance with bank policies while managing client relationships and delivering tailored solutions. Proficient in utilizing technology platforms and maintaining accuracy in client communications and materials.

Highest-signal resume keywords

Client Service SupportFINRA Securities Industry Essentials (SIE)Series 7Series 66Investment Products Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementComplex Solution DeliveryDetail OrientationMicrosoft WordMicrosoft ExcelMicrosoft PowerPointSalesforce

Soft Skills

Enthusiastic Self-StarterStrong Work EthicAdaptabilityProfessional Communication

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Financial AdvisorsClient AdvocacyOperational ExcellenceBanking ServicesRisk Management

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 specific client and advisory team needs
Serve as a frequent point of contact within Merrill for client service needs
Educate clients on the bank's services 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
Protect clients and manage risk
Identify, deepen, and maintain client relationships
Promote incorporation of banking into clients' day-to-day practices and communicate outputs to the Financial Advisor
Support day-to-day team activities, including covering roles during absences or seasonal demand increases

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 and delivering complex solutions
Comfortable operating in a fast-paced environment with changing responsibilities
Detail oriented
Commitment to continuous learning and professional growth
Sound judgment and discretion when handling sensitive information
Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce
Professional verbal and written communication skills

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Resources and support to employees
In-office flexibility based on role-specific responsibilities and business needs