Bank of America
Wealth Management Client Associate
North Bethesda · Full-time · Posted Sep 29, 2026
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides client service and operational support to Financial Advisors, serving as a frequent point of contact for Merrill clients and helping address their service needs.
What you'll do
- Educate clients about the bank’s service and banking offerings; follow up on client and Financial Advisor requests.
- Ensure client materials are timely, accurate, and complete, and support compliance with policies and risk management.
- Maintain client relationships, communicate relevant outcomes to Financial Advisors, and support day-to-day team needs.
What they ask for
- Strong work ethic, motivation, and focus on results.
- Client-centric mindset and commitment to acting in clients’ best interests.
- Ability to learn and adapt to new information and technology platforms.
Nice to have
- Currently holds or is pursuing FINRA SIE, Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of 66); investment industry knowledge and product understanding.
- Client service experience; proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; strong communication skills.
Pay
$25.00 - $44.00 hourly pay (hourly pay)
Tools
Microsoft Word, Excel, PowerPoint, Salesforce
Model-written summary · the original posting is authoritative