Wealth Management Client Associate

2 months ago• Hingham, MA
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About Us

Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.
Size: 10000+ employees

Industry: Financial Services

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:

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:

• 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
• This particular opening will also include some general Receptionist responsibilities.

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

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Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

**Shift:**1st shift (United States of America)

Hours Per Week: 37.5

Pay Transparency details:

US - MA - Hingham - 101 Derby St (MA6529)

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.

Client-provided location(s): Hingham, MA

Job ID: Bank OfAmerica-JR-25045504

Employment Type: FULL_TIME

Posted: 2025-11-14T19:03:11
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Perks and Benefits

Health and Wellness

• FSA
• HSA
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short-Term Disability
• Long-Term Disability
• Pet Insurance
• Mental Health Benefits

Parental Benefits

• Non-Birth Parent or Paternity Leave
• Birth Parent or Maternity Leave
• Adoption Assistance Program
• Adoption Leave
• Family Support Resources

Work Flexibility

Office Life and Perks

Vacation and Time Off

• Leave of Absence
• Personal/Sick Days
• Paid Holidays
• Paid Vacation
• Sabbatical
• Volunteer Time Off

Financial and Retirement

• 401(K) With Company Matching
• 401(K)
• Financial Counseling

Professional Development

• Tuition Reimbursement
• Internship Program
• Associate or Rotational Training Program
• Mentor Program
• Access to Online Courses

Diversity and Inclusion

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