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

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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 fostering strong client relationships. Proficient in utilizing technology platforms and tools to enhance client experiences and operational excellence.

Highest-signal resume keywords

Client-Centric MindsetProficiency in Microsoft Word, Excel, PowerPoint, and SalesforceFINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66Experience in Client Relationship ManagementDetail Oriented

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Service SupportOperational ExcellenceCustomization of SolutionsTimeliness and Accuracy in Client MaterialsUnderstanding of Investment Products

Soft Skills

Enthusiastic Self-StarterStrong Work EthicProfessional Verbal and Written CommunicationAdaptability to New InformationSound Judgment and Discretion

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)Series 7Series 66

Industry Keywords

Financial ServicesClient AdvocacyBank Policies and ProceduresInvestment 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 clients' specific needs
Serve as the most frequent point of contact within Merrill to address clients' service needs
Educate bank clients on service and banking offerings
Ensure timeliness, accuracy, and completeness in client materials and follow up on client and Financial Advisor requests
Help ensure practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk
Identify, deepen, and maintain client relationships by emphasizing bank offerings and incorporating banking into 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 in need
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, always acting in the best interest of the client
Ability to learn and adapt to new information and technology platforms
High School Diploma / GED / Secondary School or equivalent
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Professional verbal and written communication skills
Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) (desired)
Industry knowledge and understanding of investment products (desired)
Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience (desired)
Comfortable operating in a fast-paced environment with changing and evolving responsibilities (desired)
Detail oriented (desired)
Commitment to continuous learning and professional growth (desired)
Sound judgment and discretion when handling sensitive information (desired)

Benefits

Comp & perks

In-office culture supporting collaboration, engagement, and career development
Appropriate flexibility based on role-specific responsibilities and business needs