Wealth Management Client Associate

Bank of America • San Jose, CA

20d • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. Its Financial Advisors and Wealth Management Client Associates help clients pursue their goals through personal advisory relationships, investment insights, and access to Bank of America banking services. Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors. The role supports strategic and operational objectives, advocates for clients, and customizes solutions to meet the needs of the Financial Advisors’ practices. The associate is often the most frequent Merrill point of contact for clients’ service needs. This position is based in San Jose, California, and is listed as a first-shift role at 37.5 hours per week.

Requirements

• Be an enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results.
• Demonstrate a client-centric mindset and act in the client’s best interest.
• Be able to learn and adapt to new information and technology platforms.
• Have a High School Diploma, GED, secondary school qualification, or equivalent.

Nice To Haves

• Currently hold or be pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66; Series 63 and 65 are accepted in lieu of Series 66.
• Possess industry knowledge and an understanding of investment products.
• Have experience working with clients, fulfilling needs quickly, delivering complex solutions, and providing an excellent client experience.
• Be comfortable in a fast-paced environment with changing and evolving responsibilities.
• Be detail oriented.
• Demonstrate commitment to continuous learning and professional growth.
• Exhibit sound judgment and discretion when handling sensitive information.
• Have strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Demonstrate professional verbal and written communication skills.
• Have skills in 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, and written communications.

Responsibilities

• Provide excellent client service by educating clients about the bank’s service and banking offerings.
• Ensure client materials are timely, accurate, and complete, and follow up on client and Financial Advisor requests.
• Help ensure practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and encouraging the integration of banking into clients’ day-to-day practices; communicate outcomes to the Financial Advisor.
• Support day-to-day team activities and needs, including covering roles during absences or periods of increased seasonal demand, while maintaining a client-first mindset.

Benefits

• Access to paid time off.
• Benefits eligibility.
• Eligibility to participate in the annual discretionary plan, with awards based on individual performance and behaviors, business-line or group performance and contributions, and overall company success.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED