Wealth Management Client Associate | Bank of America

Bank
Sewickley, Pennsylvania, United States
July 12, 2026
Full Time
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Job Description

Company: Bank of America

Position: Wealth Management Client Associate

Employment Type: Full-Time

Location: Sewickley, Pennsylvania, United States

Job ID: JR-26014018

Travel: No

Department: Merrill Wealth Management

Bank of America is seeking a Wealth Management Client Associate to provide exceptional client service and operational support to Financial Advisors within Merrill Wealth Management. This role focuses on strengthening client relationships, supporting wealth management operations, delivering financial service solutions, and ensuring an outstanding client experience.

About Bank of America – Merrill Wealth Management

Merrill Wealth Management is one of the world’s leading providers of comprehensive wealth management and investment solutions for individuals, businesses, and institutions. Through personalized financial planning, investment guidance, retirement planning, education planning, and legacy planning, Merrill helps clients pursue their long-term financial goals.

Backed by the banking capabilities of Bank of America, Merrill combines trusted financial advice with innovative banking solutions while fostering an inclusive, collaborative, and client-focused workplace.

Position Overview

The Wealth Management Client Associate serves as a primary point of contact for clients while supporting one or more Financial Advisors. The role is responsible for delivering exceptional client service, coordinating operational activities, supporting compliance, strengthening client relationships, and promoting Bank of America and Merrill financial solutions.

Key Responsibilities

Client Service & Relationship Management

  • Provide outstanding client service across Merrill Wealth Management accounts.
  • Educate clients on available banking products and services.
  • Serve as a primary point of contact for client service requests.
  • Build and maintain strong long-term client relationships.

Financial Advisor Support

  • Support Financial Advisors with daily client service activities.
  • Ensure timely, accurate, and complete preparation of client materials.
  • Follow up on client and Financial Advisor requests.
  • Assist with day-to-day team operations and provide coverage during absences or increased business needs.

Operations & Risk Management

  • Ensure adherence to Bank of America policies and operational procedures.
  • Support operational excellence while protecting clients and managing risk.
  • Promote appropriate banking solutions aligned with client needs.
  • Communicate client relationship updates and opportunities to Financial Advisors.

Required Qualifications

  • High School Diploma, GED, Secondary School, or equivalent qualification.
  • Must be at least 18 years of age.
  • Highly motivated self-starter with strong work ethic.
  • Strong client-centric approach focused on delivering excellent service.
  • Ability to learn new technologies and adapt to changing business needs.

Preferred Qualifications

  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, Series 66, or Series 63 and 65 licenses.
  • Knowledge of investment products and wealth management services.
  • Experience supporting clients and delivering financial service solutions.
  • Ability to work effectively in a fast-paced environment.
  • Strong attention to detail and commitment to continuous learning.
  • Sound judgment and discretion when handling confidential information.
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
  • Excellent written and verbal communication skills.

Core Skills

  • Client Relationship Management
  • Wealth Management
  • Account Management
  • Customer Service
  • Client Solutions Advisory
  • Business Development
  • Issue Management
  • Pipeline Management
  • Administrative Support
  • Risk Management
  • Salesforce
  • Microsoft Office
  • Communication
  • Emotional Intelligence
  • Prioritization

Why Join Bank of America?

  • Build your career within Merrill Wealth Management.
  • Support clients in achieving long-term financial goals.
  • Collaborate with experienced Financial Advisors and wealth management professionals.
  • Develop expertise in investment products and banking services.
  • Work in a collaborative, client-focused environment.
  • Access professional development and career growth opportunities.

Work Environment

This is a full-time, first-shift position based in Sewickley, Pennsylvania. Merrill Wealth Management maintains an in-office culture with role-specific workplace flexibility in accordance with company policies. Standard work hours are approximately 37.5 hours per week.

Benefits & Rewards

Bank of America offers a comprehensive employee benefits package, professional development opportunities, and career advancement within Merrill Wealth Management. Eligible employees may receive benefits in accordance with company policies and employment programs.

Equal Opportunity Employer

Bank of America is committed to providing equal employment opportunities and fostering an inclusive workplace where employees from diverse backgrounds can thrive while delivering exceptional service to clients.

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