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 client relationships. Proficient in communication and problem-solving, with a focus on aligning solutions with client needs and bank policies.

Highest-signal resume keywords

Account ManagementClient ManagementCustomer And Client FocusClient Solutions AdvisoryOral Communications

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

Emotional IntelligenceIssue ManagementPrioritizationReferral IdentificationWritten Communications

Certifications & Qualifications

High School DiplomaGEDSecondary School Equivalent

Industry Keywords

Client AdvocacyOperational ExcellenceBanking IntegrationService OfferingsRisk 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 advisor needs
Serve as the most frequent point of contact within Merrill to address clients' service needs
Educate bank clients on the bank's 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 promoting banking integration into daily practices
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
1st shift (United States of America)
37.5 hours per week
Skills: Account Management
Skills: Client Management
Skills: Customer and Client Focus
Skills: Issue Management
Skills: Oral Communications
Skills: Business Development
Skills: Client Solutions Advisory
Skills: Pipeline Management
Skills: Prioritization
Skills: Administrative Services
Skills: Emotional Intelligence
Skills: Referral Identification
Skills: Written Communications

Benefits

Comp & perks

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