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

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Demonstrates a client-centric approach by providing exceptional service support to Financial Advisors and clients, ensuring alignment with bank policies while managing risk and fostering strong client relationships. Proficient in utilizing technology platforms and tools to deliver customized solutions and maintain operational excellence.

Highest-signal resume keywords

Client-Centric MindsetFINRA Securities Industry Essentials (SIE)Series 7Microsoft Office SuiteSalesforce

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Service SupportInvestment Products KnowledgeDetail OrientationComplex Solution DeliveryRisk Management

Soft Skills

Strong Work EthicProfessional CommunicationAdaptabilitySound JudgmentCommitment to Continuous Learning

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointSalesforce

Certifications & Qualifications

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

Industry Keywords

Financial ServicesClient AdvocacyOperational ExcellenceBanking SolutionsClient Relationship 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 business needs
Serve as the most frequent point of contact within Merrill for clients' service needs
Educate bank clients on the bank's service 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 and needs, including covering roles during absences or seasonal increases
Lead with a client-first mindset

Requirements

What you’ll need

Strong work ethic and intense focus on results
Client-centric mindset, always acting in the best interest of the client
Ability to learn and adapt to new information and technology platforms
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 currently held or in progress preferred; Series 63 and 65 accepted in lieu of Series 66
Industry knowledge and understanding of investment products preferred
Experience working with clients, fulfilling needs, delivering complex solutions, and providing an excellent client experience preferred
Comfort operating in a fast-paced environment with changing and evolving responsibilities preferred
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
37.5 hours per week
1st shift

Benefits

Comp & perks

Discretionary incentive eligible; eligible to participate in the annual discretionary plan
Benefits eligible
Access to paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Role-specific workplace flexibility based on responsibilities and business needs