# 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 2026-05-28; applications close 2026-07-27. **Apply**: https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management-Client-Associate_26018565 Posted 2d ago. ## Role details ## Job Description 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 combined with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific attendance requirements, allowing for a flexible level of balance 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 among our employees and clients. Our Wealth Management team represents diverse backgrounds and perspectives, helping to create a culture-driven, resilient, results-focused, and effective work environment. ## Role Overview This role provides 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. The position serves as the primary point of contact at Merrill to address all service needs of clients. This role provides operational support to the Private Capital & Venture Solutions Group (PCVSG). Founded more than three decades ago, the team offers a comprehensive suite of tailored solutions designed to address the brokerage and operational needs of the private capital community. Our high-touch services include managing stock distributions, restricted stock sales and settlement, drafting and implementing 10b5-1 plans, and a range of alternative monetization strategies. The 50+ person team operates in a fast-paced environment across six offices nationwide. We are seeking a Client Associate with an interest in financial services, a positive attitude, high energy, and the ability to work effectively as part of a thriving team. ## Responsibilities - Provide excellent client service to the bank's clients by educating them on all banking services and offerings - Ensure timeliness, accuracy, and completeness in client materials; follow up on all client and FA requests - Help ensure practices align with the bank’s policies and procedures to support operational excellence, protect clients, and manage risk - Identify, deepen, and maintain client relationships by promoting the bank’s offerings and integrating banking into day-to-day activities, while communicating outputs to the FA - Support day-to-day team activities and needs, including covering roles during absences or seasonal needs, while maintaining a client-first mindset ## Required Qualifications - Enthusiastic, highly motivated self-starter with a strong work ethic and results orientation - Client-centric mindset, 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 - Comfort operating in a fast-paced environment with evolving responsibilities - Detail-oriented; strong commitment 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 - Strong time management, follow-up, and organization skills - Ability to multi-task and prioritize to meet deadlines - Attention to detail - Positive and professional attitude - Ability to work both independently and collaboratively - Team-oriented mindset - Strong sense of ownership and responsibility - Comfortable with basic mathematics - Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with emphasis on Excel ## Education Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees, participation in a work-from-home posture does not make you ineligible to post but may require meeting the workplace excellence policy. ## Shift & Hours **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 ## Compensation & Benefits **Pay Transparency details** Location: US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) **Pay range:** $25.00 - $44.00 hourly; 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 may receive an annual discretionary award based on individual performance, contributions of their line of business or group, and overall company performance. **Benefits:** This role is currently benefits eligible. We provide industry-leading benefits, paid time off, resources, and support to help employees contribute to the sustainable growth of our 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=6a18ba58dd24b16e917399cf) ## 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 - [Analyst/ Associate - Equity Research, Biotech](https://www.jorb.ai/jobs/6a0f799a84c5e2604559cb26.md) – New York, posted 9d ago - [Analyst/Associate, Prime Brokerage Account Management, Global Equities, Hong Kong](https://www.jorb.ai/jobs/6a02b83e5e2b45a353278585.md) – Hong Kong, posted 18d ago - [Analyst/ Associate - Equity Research, US Biopharma (Large-Cap & Mid-Cap)](https://www.jorb.ai/jobs/69ef916e68955fdf4b50b8a9.md) – New York, posted 1mo ago - [Corporate Access Associate - Global Research](https://www.jorb.ai/jobs/69de6c92763a76056f7410c1.md) – New York, posted 1mo ago ## Other open Private Wealth roles - [Intern](https://www.jorb.ai/jobs/69dc2867e4fab911f26dca52.md) at [UBS](https://www.jorb.ai/firms/ubs.md) – New York, posted 1mo ago - [Wealth Planning Consultant/Sr Wealth Planning Consultant](https://www.jorb.ai/jobs/6a176911d638236a2165f888.md) at [BMO Capital Markets](https://www.jorb.ai/firms/bmo-capital-markets.md) – London, posted 3d ago - [Financial Advisor Associate - Hauppauge, NY](https://www.jorb.ai/jobs/6a1711b4655d125a723f7ca3.md) at [TD Bank](https://www.jorb.ai/firms/td-bank.md) – New York, posted 3d ago - [Financial Advisor Associate - Hicksville, NY](https://www.jorb.ai/jobs/6a15e685910ad60a8f4d2d20.md) at [TD Bank](https://www.jorb.ai/firms/td-bank.md) – New York, posted 4d ago - [Financial Advisor Associate - Medford, NY](https://www.jorb.ai/jobs/6a15e685910ad60a8f4d2d12.md) at [TD Bank](https://www.jorb.ai/firms/td-bank.md) – New York, posted 4d ago --- Updated: 2026-05-30 Canonical: https://www.jorb.ai/jobs/6a18ba58dd24b16e917399cf