# Wealth Management Client Associate [Bank of America](https://www.jorb.ai/firms/bank-of-america.md) · New York · United States · [Private Wealth](https://www.jorb.ai/jobs/private-wealth.md) Bank of America is hiring a Wealth Management Client Associate in New York. Posted 2026-05-15; applications close 2026-07-14. **Apply**: https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate_26017117 Posted 5d ago. ## Role details ## Overview Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes 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 advisory teams are equipped with access to Merrill’s investment insights coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations while providing appropriate flexibility based on role-specific responsibilities and business needs. At Merrill, employees are encouraged to bring their whole selves to work. We value diverse perspectives in our thoughts, business, employees, and clients. Our Wealth Management team comprises individuals with varied skills and experiences from all backgrounds and careers, including military service and community college education, which foster resilience, leadership, and innovation. ## Responsibilities - Provides excellent client service to the bank's clients by educating them on all banking services and offerings. - Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. - Ensures practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk. - Identifies, deepens, and maintains client relationships by 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, covers roles during absences or seasonal needs, and maintains a client-first mindset. ## Qualifications ### Required Qualifications - Enthusiastic, highly motivated self-starter with strong work ethic and results focus. - Client-centric mindset with always acting in the best interest of the client. - Ability to learn and adapt to new information and technology platforms. ### Desired Qualifications - Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66). - Industry knowledge and understanding of investment products. - Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience. - Comfortable operating in a fast-paced environment with evolving responsibilities. - Detail-oriented and committed to continuous learning and professional growth. - Sound judgment and discretion when handling sensitive information. - Strong computer skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce. - Professional verbal and written communication skills. ## Skills - 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 - Written Communications ## Education **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent ## Details **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 **Location:** US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) ## Pay and Benefits **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 individual performance results and behaviors, the performance and contributions of the 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, paid time off, resources, and support to employees to help them make a genuine impact and contribute to the sustainable growth of the business and the communities we serve. ## Applying to this role This Wealth Management Client Associate role at Bank of America runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=bank-of-america&job=6a08a9258298a719ccc39c35) ## More open roles at Bank of America - [Corporate Audit Career Transition Apprentice 2026 - Chester](https://www.jorb.ai/jobs/69ccc1d0404094739fed37f3.md) — United Kingdom, posted 1mo ago - [Advisor Development Program Client Associate](https://www.jorb.ai/jobs/6a0c8128a34b24481188beee.md) — New York, posted 1d ago - [Equity Derivatives Trade Support Analyst](https://www.jorb.ai/jobs/6a06f4c2938f10ee9322b029.md) — London, posted 5d ago - [Financial Solutions Advisor Registration Candidate - Flatiron](https://www.jorb.ai/jobs/6a063afdf845bf2fdc07fc24.md) — New York, posted 6d ago - [Analyst/Associate, Prime Brokerage Account Management, Global Equities, Hong Kong](https://www.jorb.ai/jobs/6a02b83e5e2b45a353278585.md) — Hong Kong, posted 8d ago --- Updated: 2026-05-20 Canonical: https://www.jorb.ai/jobs/6a08a9258298a719ccc39c35