Wealth Management Client Associate

Bank of America

. Provide client service support to potentially multiple Financial Advisors .

Posted 10/16/2026full-timeRichmond • Virginia • 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 client service support, customizing solutions, and maintaining strong client relationships while adhering to bank policies and procedures. Proficient in utilizing technology platforms and tools to enhance client interactions and operational efficiency.

Highest-signal resume keywords

Client Service SupportFINRA Securities Industry Essentials (SIE)Series 7Investment Products KnowledgeMicrosoft Office Suite

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Client Relationship ManagementSolution CustomizationOperational ExcellenceRisk ManagementAttention to Detail

Soft Skills

Enthusiastic Self-StarterStrong Work EthicAdaptabilityProfessional CommunicationCommitment to Continuous Learning

Tools & Technologies

SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65

Industry Keywords

Financial AdvisoryClient AdvocacyBanking ServicesInvestment ProductsClient Experience

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 client and Financial Advisor needs
Serve as the 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 in client materials
Follow up on client and Financial Advisor requests
Help ensure practices align with bank policies and procedures
Protect bank 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 increases in need
Lead with a client-first mindset

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
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
Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66; Series 63 and 65 accepted in lieu of Series 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 Microsoft Word, Excel, PowerPoint, and Salesforce
Professional verbal and written communication skills

Benefits

Comp & perks

Annual discretionary incentive award based on individual, line-of-business/group, and Company performance
Benefits eligibility
Paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
37.5-hour work week