Wealth Management Client Associate

Bank of America • Seattle, WA

9d • 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 work with clients through personal advisory relationships, supported by Merrill investment insights and Bank of America banking services. Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

This role provides client service support to potentially multiple Financial Advisors. It supports enterprise strategic objectives, operational excellence, and client advocacy within the Financial Advisors’ business, tailoring solutions to their specific needs. The associate serves as a frequent point of contact for clients’ service needs. The position is based in Seattle, Washington, and is a first-shift role with 37.5 hours per week. It pays $25.00–$44.00 per hour, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and employee benefits, including paid time off.

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 the client’s best interest.
• Be able to learn and adapt to new information and technology platforms.
• High school diploma, GED, secondary school education, or equivalent.

Nice To Haves

• Currently hold or be pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 licenses; 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, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Be comfortable working 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.
• Skills listed: 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 promoting banking integration 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.

Benefits

• Benefits eligibility.
• Paid time off.
• Annual discretionary incentive plan eligibility; awards are based on individual performance and behaviors, line of business and/or group performance and contributions, and the overall success of the company.
• Employee resources and support.

What This Job Offers

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