Wealth Management Client Associate

Bank of America • San Jose, CA

21d • $25 - $44 • Onsite

About The Position

The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors (FAs) at Merrill. The role supports strategic objectives, operational excellence, and client advocacy within the FA’s business, customizing solutions to specific needs. The associate serves as a frequent point of contact for clients’ service needs and helps clients understand the bank’s services and offerings.

Merrill describes its work as goals-based wealth management, providing investment advice and guidance for goals such as retirement, education, and legacy planning. The company maintains an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This position is listed in San Jose, California, and is a first-shift role with 37.5 hours per week.

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.
• Have the ability to learn and adapt to new information and technology platforms.
• Meet the minimum education requirement of a 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.
• Possess industry knowledge and an understanding of investment products.
• Have experience working with clients, promptly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Be comfortable operating 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.

Responsibilities

• Provide excellent client service by educating clients on 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.

Benefits

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

What This Job Offers

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