Wealth Management Client Associate

Bank of America

Client Associate responsible for supporting Financial Advisors at Merrill Wealth Management. Providing excellent client service and maintaining relationships with the bank's clients while adhering to operational excellence.

Posted 7/15/2026full-timeTowson • Maryland • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $45 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client service and relationship management, with a strong focus on delivering excellent client experiences and aligning practices with bank policies. Proficient in investment products and committed to continuous learning and professional growth.

Highest-signal resume keywords

FINRA Securities Industry Essentials (SIE)Series 7Series 66Client-Centric MindsetMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Investment Products KnowledgeClient Relationship ManagementOperational ExcellenceDetail OrientationComplex Solution Delivery

Soft Skills

Strong Work EthicEnthusiastic Self-StarterProfessional Communication SkillsAdaptabilitySound Judgment

Tools & Technologies

SalesforceMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)Series 7Series 66

Industry Keywords

Client ServiceBanking OfferingsRisk ManagementOperational PoliciesContinuous Learning

About the role

Key responsibilities & impact

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Requirements

What you’ll need

Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Benefits

Comp & perks

Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors
Industry-leading benefits
Access to paid time off
Resources and support to make a genuine impact
Contribute to the sustainable growth of our business and the communities we serve