Job summary
Job post source
This job is directly from Bank of America
Job overview
The Wealth Management Client Associate at Bank of America supports Financial Advisors by providing client service and helping clients achieve their financial goals through personalized advisory team relationships.
Responsibilities and impact
The role involves delivering excellent client service, educating clients on banking offerings, ensuring accuracy in client materials, aligning practices with bank policies, deepening client relationships, and supporting team activities including coverage during absences.
Experience and skills
The position requires skills in account and client management, customer focus, issue management, communication, business development, prioritization, administrative services, emotional intelligence, and referral identification, with a minimum education of a high school diploma or equivalent.
Work environment and culture
Bank of America values diversity, transparency, and a culture-driven, resilient, and results-focused work environment with a commitment to in-office attendance and some flexibility based on role.
Company information
Bank of America, through Merrill Wealth Management, is a leading global provider of wealth management and investment services focused on goals-based financial planning for individuals and institutions.
Team overview
The candidate will join Merrill's Wealth Management team, which is diverse and culture-driven, working closely with Financial Advisors to support client needs.
Job location and travel
The position requires in-office work with some flexibility, operating on a first shift schedule in the United States, with 37.5 hours per week.
Company overview
Bank of America is a leading multinational financial institution that provides a wide range of banking, investment, and financial services to individual consumers, small and middle-market businesses, and large corporations. The company generates revenue through interest income, fees, and commissions from its diverse portfolio of services including consumer banking, wealth management, and global banking. Founded in 1904 as the Bank of Italy, it has grown through significant mergers and acquisitions, including the notable acquisition of Merrill Lynch in 2008, which expanded its investment banking and wealth management capabilities.
How to land this job
Tailor your resume to emphasize your client service skills, highlighting your experience with account management, client relationship building, and issue resolution, as these are central to the Wealth Management Client Associate role at Bank of America.
Showcase your ability to support financial advisors by demonstrating strong organizational skills, attention to detail, and familiarity with banking products and operational excellence practices mentioned in the job description.
Apply through multiple channels including Bank of America’s official careers site, Merrill Wealth Management’s page, and LinkedIn to maximize your chances of being noticed by recruiters.
Connect with current Wealth Management Client Associates or Financial Advisors at Bank of America on LinkedIn; initiate conversations by complimenting a recent article they shared about wealth management trends or by asking about their experience working with Merrill’s advisory teams.
Optimize your resume for ATS by including keywords from the job description such as 'client service support,' 'operational excellence,' 'client advocacy,' 'account management,' and 'financial advisor support' to ensure your resume passes initial automated screenings.
Use Jennie Johnson’s Power Apply feature to automate the application process across multiple platforms, tailor your resume with relevant keywords, and identify LinkedIn contacts to network with, allowing you to focus more on preparing for interviews and refining your skills.
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