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 ...
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 ...
Wealth Management Client Associate
New Orleans, LA · On-site
$14 - $19.25/hr
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 ...
Wealth Management Client Associate
New Orleans, LA · On-site
$14 - $19.25/hr
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 ...
Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular ...
Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
$50K - $60K/yr
Messa Sync is currently seeking a detail-oriented and client-focused Client Service Associate to join our Tampa team. This role plays a crucial part in maintaining strong client relationships by ...
Client Service Associate
$50K - $60K/yr
Messa Sync is currently seeking a detail-oriented and client-focused Client Service Associate to join our Tampa team. This role plays a crucial part in maintaining strong client relationships by ...
Client Service Associate
New Orleans, LA · On-site
$50K - $60K/yr
Messa Sync is currently seeking a detail-oriented and client-focused Client Service Associate to join our Tampa team. This role plays a crucial part in maintaining strong client relationships by ...
Client Service Associate
New Orleans, LA · On-site
$50K - $60K/yr
Messa Sync is currently seeking a detail-oriented and client-focused Client Service Associate to join our Tampa team. This role plays a crucial part in maintaining strong client relationships by ...
Client Service Associate
New Orleans, LA · On-site
$14 - $19.25/hr
Swift 7 Consultants is seeking a motivated and detail-oriented Client Service Associate to join our growing team in New Orleans. In this role, you will serve as a key point of contact for clients ...
Client Service Associate
New Orleans, LA · On-site
$14 - $19.25/hr
Swift 7 Consultants is seeking a motivated and detail-oriented Client Service Associate to join our growing team in New Orleans. In this role, you will serve as a key point of contact for clients ...
Client Service Associate
$14 - $19.25/hr
Swift 7 Consultants is seeking a motivated and detail-oriented Client Service Associate to join our growing team in New Orleans. In this role, you will serve as a key point of contact for clients ...
Client Service Associate
$14 - $19.25/hr
Swift 7 Consultants is seeking a motivated and detail-oriented Client Service Associate to join our growing team in New Orleans. In this role, you will serve as a key point of contact for clients ...
Client Service Associate
New Orleans, LA · On-site
$14 - $19.25/hr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
New Orleans, LA · On-site
$14 - $19.25/hr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
Mandeville, LA · On-site
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
Client Service Associate
Mandeville, LA · On-site
$54K - $65K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...
Client Service Associate
Mandeville, LA · On-site
$54K - $65K/yr
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired ...
Client Service Associate
Mandeville, LA · On-site
$54K - $65K/yr
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired ...
Client Service Associate
$54K - $65K/yr
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired ...
Quick apply
Client Service Associate
$54K - $65K/yr
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on ...
Tax Senior Associate - Private Client Services
New Orleans, LA · Hybrid
$78K - $97K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
New
Tax Senior Associate - Private Client Services
New Orleans, LA · Hybrid
$78K - $97K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
New
Tax Senior Associate - Private Client Services
New Orleans, LA · Hybrid
$78K - $97K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
New
Tax Senior Associate - Private Client Services
New Orleans, LA · Hybrid
$78K - $97K/yr
EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
New
This role supports sales activities, facilitates client onboarding of treasury management services ... The Associate works closely with TM Sales to understand the needs of clients and is responsible for ...
This role supports sales activities, facilitates client onboarding of treasury management services ... The Associate works closely with TM Sales to understand the needs of clients and is responsible for ...
Client Service Coordinator
Slidell, LA · On-site
$15 - $18.69/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Service Coordinator
Slidell, LA · On-site
$15 - $18.69/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...
Client Service Coordinator
New Orleans, LA · On-site
$15/hr
We are seeking an enthusiastic and customer-focused Client Service Coordinator (CSC) / Receptionist ... National Veterinary Associates is a leading global pet care organization united in the love of ...
Client Service Coordinator
New Orleans, LA · On-site
$15/hr
We are seeking an enthusiastic and customer-focused Client Service Coordinator (CSC) / Receptionist ... National Veterinary Associates is a leading global pet care organization united in the love of ...
Client Associate information
See Covington, LA salary details
$15.9K - $20.4K
3% of jobs
$20.4K - $24.8K
1% of jobs
$24.8K - $29.3K
9% of jobs
$29.3K - $33.7K
6% of jobs
$35.3K is the 25th percentile. Wages below this are outliers.
$33.7K - $38.2K
16% of jobs
$38.2K - $42.7K
11% of jobs
The median wage is $44.2K / yr.
$42.7K - $47.1K
11% of jobs
$47.1K - $51.6K
14% of jobs
$52.8K is the 75th percentile. Wages above this are outliers.
$51.6K - $56K
15% of jobs
$56K - $60.5K
11% of jobs
$60.5K - $64.9K
3% of jobs
$15.9K
$43.8K
$64.9K
How much do client associate jobs pay per year?
What jobs pay 4000 a week without a degree?
Is a client service associate a good job?
What does a client associate do?
How does a Client Associate typically collaborate with other teams within a financial services firm?
What are Client Associates?
Is Associate the lowest position?
What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

Full-time
Posted 26 days ago
Bank Of America rating
8.2
Based on 521 frontline employees who took The Breakroom Quiz
51st of 170 rated banks
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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
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
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:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates 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
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, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
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About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998