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Bank of America

Private Wealth Client Associate

Bank of America

Provide client service support to Financial Advisors for Merrill Wealth Management clients. Ensure a high level of service and operational excellence while fostering client relationships.

Posted 7/20/2026full-timeNewport Beach • California • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $44 per hourWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates a client-centric mindset with strong attention to detail and proficiency in client service. Capable of adapting to new technologies while maintaining compliance with bank policies and procedures.

Highest-signal resume keywords
Client ServiceDetail OrientedMicrosoft Word ProficiencySalesforce ExperienceFINRA Securities Industry Essentials (SIE)

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
Client Relationship ManagementMicrosoft Excel ProficiencyMicrosoft PowerPoint ProficiencyTechnology AdaptationClient Needs Fulfillment
Soft Skills
EnthusiasticHighly MotivatedProfessional Communication
Certifications & Qualifications
FINRA Series 7FINRA Series 66

About the role

Key responsibilities & impact
  • Provides excellent Client Service to the bank's clients
  • Ensures timeliness, accuracy, and completeness in client materials
  • Assists with ensuring practices are in alignment with the bank's policies and procedures
  • Identifies, deepens, and maintains client relationships
  • Supports day-to-day team activities and needs

Requirements

What you’ll need
  • High School Diploma / GED / Secondary School or equivalent
  • Is an enthusiastic, highly motivated self-starter
  • Demonstrates a client-centric mindset
  • Ability to learn and adapt to new information and technology platforms
  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66
  • Experience working with clients, quickly fulfilling their needs
  • Detail oriented
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills.

Benefits

Comp & perks
  • industry-leading benefits
  • access to paid time off
  • resources and support to employees