Wealth Management Client Associate

Bank of America

Client Associate at Merrill Wealth Management supporting Financial Advisors and client service operations. Fostering client relationships and ensuring operational excellence while promoting banking services.

Posted 7/28/2026full-timePonte Vedra Beach • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates a client-centric approach by providing excellent client service and maintaining strong client relationships while ensuring compliance with banking policies. Proficient in utilizing technology platforms and tools to enhance client interactions and operational efficiency.

Highest-signal resume keywords

Client Service ExcellenceFINRA Securities Industry Essentials (SIE)Series 7Series 66Investment Product Knowledge

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 ManagementOperational ExcellenceDetail OrientationComplex Solution DeliveryContinuous Learning

Soft Skills

Enthusiastic Self-StarterStrong Work EthicAdaptabilitySound JudgmentProfessional Communication

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointSalesforce

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)Series 7Series 66

Industry Keywords

Client-Centric MindsetBanking OfferingsInvestment ProductsRisk ManagementOperational Policies

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

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
Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
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

Health insurance
401(k) matching
Flexible working hours
Paid time off
Professional development opportunities