Wealth Management Client Associate

Bank of America

. Provide client service support to potentially multiple Financial Advisors .

Posted 10/2/2026full-timeTraverse City • Michigan • 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 managing risk. Possesses strong communication skills and the ability to customize solutions based on client needs.

Highest-signal resume keywords

Client-Centric MindsetFINRA Securities Industry Essentials (SIE)Series 7Series 66Microsoft Office Suite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementInvestment Product KnowledgeSolution CustomizationRisk ManagementAttention to Detail

Soft Skills

Enthusiastic Self-StarterStrong Work EthicAdaptabilityProfessional CommunicationSound Judgment

Tools & Technologies

SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

High School Diploma / GEDFINRA Securities Industry Essentials (SIE)Series 7Series 66

Industry Keywords

Client Service SupportOperational ExcellenceBanking OfferingsClient AdvocacyFinancial Advisor

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 frequent point of contact within Merrill for clients' service needs
Educate bank clients on service 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 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, always acting in the best interest of the client
Ability to learn and adapt to new information and technology platforms
FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) currently held or being pursued (desired)
Industry knowledge and understanding of investment products (desired)
Experience working with clients, fulfilling 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)
Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce (desired)
Professional verbal and written communication skills (desired)

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