Wealth Management Client Associate

Company: Bank of America
Location: Darien
Posted on: April 4, 2026

Job Description:

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: Provides operational and administrative support to Financial Advisors and their clients. This job enhances the client experience by delivering exceptional service, managing day?to?day requests, and ensuring timely, accurate execution of operational tasks. The associate acts as a critical point of contact for clients, helping maintain strong relationships while supporting the efficient functioning of the practice. ? This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: Serve as the primary point of contact for client inquiries, providing prompt and professional responses. Support Financial Advisors with account maintenance, documentation processing, and workflow management. Assist with onboarding new clients, including preparing and tracking required paperwork. Process service requests such as money movement, account updates, beneficiary changes, and information verification. Coordinate with internal departments (Operations, Compliance, Digital Support, etc.) to resolve client issues. Maintain accurate records and ensure all activities adhere to firm policies and regulatory requirements. Proactively monitor pending items, follow up on open tasks, and ensure completion within required timelines. Provide support with scheduling client meetings, preparing meeting materials, and organizing client files. Promote digital adoption by assisting clients with online access, eDelivery enrollment, and digital tools. Uphold a high standard of client service, professionalism, and confidentiality. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset. Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results Demonstrates a client-centric mindset, always acting in the best interest of the client Has the ability to learn and adapt to new information and technology platforms Desired Qualifications: 3 years of client service or operations experience in a wealth management, banking, or financial advisory environment Knowledge of brokerage operations or investment products Experience supporting Financial Advisors or frontline client teams Familiarity with CRM systems and workflow tools Progress toward relevant industry licensing (SIE, Series 7, Series 66) or interest in obtaining them in the future Strong problem solving abilities and a proactive, solutions driven mindset Skills: Account Management Client Service Attention Detail Collaboration Time Management Adaptability Microsoft Office Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - CT - Darien - 1020 POST RD (CT9020) Pay and benefits information Pay range $25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Keywords: Bank of America, Naperville , Wealth Management Client Associate, Accounting, Auditing , Darien, Illinois