Wealth Management Client Associate – Resident Director's Assistant

Bank of America

. Provide client service support to potentially multiple Financial Advisors .

Posted 11/12/2026full-timeSaint Petersburg • Florida • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong client management and account management capabilities, ensuring timely and accurate service delivery while fostering deep client relationships. Proficient in customizing client solutions and supporting business development initiatives within a banking environment.

Highest-signal resume keywords

Account ManagementClient ManagementClient Solutions AdvisoryBusiness DevelopmentEmotional Intelligence

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

Customer And Client FocusIssue ManagementOral CommunicationsWritten CommunicationsPrioritization

Certifications & Qualifications

High School DiplomaGEDSecondary School

Industry Keywords

Client AdvocacyOperational ExcellenceRisk ManagementReferral IdentificationAdministrative Services

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 advisor 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
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Ability to work onsite in accordance with the Workplace Excellence policy if selected

Benefits

Comp & perks

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