Wealth Management Client Associate
Bank of America
Posted 13 Nov 2026, 19:12 ET
This job at a glance
- Who can apply
- New grads and up to 2 years · Diploma
- Must know
- Customer serviceExcelSalesforceMicrosoft OfficeAccount management
- Work
- On-site in Dallas
- Pay
- Not stated by the employer.
- Skill demand
- Customer service51%Microsoft Office33%Excel26%Salesforce10%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 13, 2026 · still open
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About the Role
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue their goals through personalized advisory services. This role provides client service support to Financial Advisors (FAs), focusing on enterprise strategic objectives, operational excellence, and client advocacy.
Key Responsibilities
- Provides client service and educates clients on banking offerings.
- Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
- Assists in aligning practices with bank policies and procedures for operational excellence, client protection, and risk management.
- Identifies, deepens, and maintains client relationships by emphasizing bank offerings and incorporating banking into daily practices, communicating outputs to the FA.
- Supports day-to-day team activities, including covering roles during absences or increased seasonal needs, with a client-first mindset.
Requirements & Tech Stack
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
- Client-centric mindset, always acting in the best interest of the client.
- Ability to learn and adapt to new information and technology platforms.
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
- Professional verbal and written communication skills.
- 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
Desired Qualifications
- 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 understanding of investment products.
- Experience working with clients, quickly fulfilling needs, delivering complex solutions, and providing an excellent client experience.
- Comfortable operating in a fast-paced environment with changing and evolving responsibilities.
- Detail-oriented.
- Commitment to continuous learning and professional growth.
- Sound judgment and discretion when handling sensitive information.
Minimum Education Requirement
- High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift
Hours Per Week: 37.5