Wealth Management Client Associate

Bank of America•Fairfield, CA

8h•Hybrid

About The Position

The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors (FAs). The role supports strategic objectives, operational excellence, and client advocacy within the FA’s business, customizing solutions to the business’s needs. The associate is often the primary Merrill point of contact for clients’ service needs. Merrill describes its work as goals-based wealth management, with investment advice and guidance for goals such as retirement, education, and legacy planning. The company emphasizes an in-office culture to support collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. Internal employees currently working from home may apply, but selected candidates may be required to work onsite under the Workplace Excellence policy. This is a first-shift position in Fairfield, Connecticut, scheduled for 37.5 hours per week. The pay range is $25.00–$44.00 per hour, with offers determined by experience, education, and skill set. The role is eligible for a discretionary annual incentive plan and benefits.

Requirements

Be an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
Demonstrate a client-centric mindset and act in clients’ best interests.
Be able to learn and adapt to new information and technology platforms.
High school diploma, GED, secondary school, 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.
Industry knowledge and an understanding of investment products.
Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
Comfort operating in a fast-paced environment with changing and evolving responsibilities.
Attention to detail.
Commitment to continuous learning and professional growth.
Sound judgment and discretion when handling sensitive information.
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Professional verbal and written communication skills.

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 promoting the incorporation of banking into day-to-day practices; communicate outputs to the Financial Advisor.
Support day-to-day team activities and needs, including covering roles during absences or seasonal increases in need, while maintaining a client-first mindset.