Wealth Management Client Associate

Bank of America

. Provide client service support to potentially multiple Financial Advisors .

Posted 11/11/2026full-timePonte Vedra Beach • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates a client-centric mindset with the ability to customize solutions and maintain strong client relationships while ensuring compliance with bank policies. Proficient in delivering excellent client service and adapting to evolving responsibilities in a fast-paced environment.

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 KnowledgeSolution CustomizationRisk ManagementDetail Orientation

Soft Skills

Enthusiastic Self-StarterStrong Work EthicProfessional CommunicationAdaptabilitySound Judgment

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointSalesforce

Certifications & Qualifications

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

Industry Keywords

Client AdvocacyOperational ExcellenceBanking OfferingsClient RelationshipsContinuous Learning

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 the most frequent point of contact within Merrill for clients' service needs
Educate bank clients on 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

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, acting in the best interest of the client
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

In-office culture supporting collaboration, engagement, and career development
Appropriate level of flexibility based on role-specific responsibilities and business needs
Access to Merrill investment insights coupled with Bank of America banking convenience
37.5 hours per week
1st shift