Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Invested in personal development * Consistently pursues client experience excellence * Works ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Invested in personal development * Consistently pursues client experience excellence * Works ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Invested in personal development * Consistently pursues client experience excellence * Works ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Invested in personal development * Consistently pursues client experience excellence * Works ...
Senior Associate Environmental Professional (Environmental Consulting, Seller-Doer)
Knoxville, TN · On-site +1
$120K - $150K/yr
A Day in the Life Our Senior Associate Environmental Professional (Environmental Consulting, Seller ... Business Development and Client Engagement * Providing meaningful technical and marketing input to ...
Senior Associate Environmental Professional (Environmental Consulting, Seller-Doer)
Knoxville, TN · On-site +1
$120K - $150K/yr
A Day in the Life Our Senior Associate Environmental Professional (Environmental Consulting, Seller ... Business Development and Client Engagement * Providing meaningful technical and marketing input to ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... career development. Our approach includes clear in-office expectations, while providing an ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... career development. Our approach includes clear in-office expectations, while providing an ...
As we grow nationwide, we have a great opportunity for a CLIENT ONBOARDING ASSOCIATE supporting ... development for your career. * Market competitive salary based upon experience * Mileage ...
As we grow nationwide, we have a great opportunity for a CLIENT ONBOARDING ASSOCIATE supporting ... development for your career. * Market competitive salary based upon experience * Mileage ...
Client Onboarding Associate
Nashville, TN · On-site
As we grow nationwide, we have a great opportunity for a CLIENT ONBOARDING ASSOCIATE supporting ... development for your career. * Market competitive salary based upon experience * Mileage ...
Quick apply
Client Onboarding Associate
Nashville, TN · On-site
As we grow nationwide, we have a great opportunity for a CLIENT ONBOARDING ASSOCIATE supporting ... development for your career. * Market competitive salary based upon experience * Mileage ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... career development. Our approach includes clear in-office expectations, while providing an ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... career development. Our approach includes clear in-office expectations, while providing an ...
Client Onboarding Associate
Nashville, TN · On-site
As we grow nationwide, we have a great opportunity for a CLIENT ONBOARDING ASSOCIATE supporting ... development for your career. * Market competitive salary based upon experience * Mileage ...
Client Onboarding Associate
Nashville, TN · On-site
As we grow nationwide, we have a great opportunity for a CLIENT ONBOARDING ASSOCIATE supporting ... development for your career. * Market competitive salary based upon experience * Mileage ...
Client Accounting & Advisory Services Associate
Kingsport, TN · On-site
$45K - $57K/yr
... development, celebrates both individual and collective successes, and communicates with openness ... We are seeking a detail-oriented and motivated Accounting Associate to join our growing Client ...
Quick apply
Client Accounting & Advisory Services Associate
Kingsport, TN · On-site
$45K - $57K/yr
... development, celebrates both individual and collective successes, and communicates with openness ... We are seeking a detail-oriented and motivated Accounting Associate to join our growing Client ...
Office Manager
Nashville, TN · On-site
Client Service & Local Presence * Support client development activities and local events ... Bachelor's degree preferred; associate degree or equivalent experience required. * Minimum of 5 ...
Office Manager
Nashville, TN · On-site
Client Service & Local Presence * Support client development activities and local events ... Bachelor's degree preferred; associate degree or equivalent experience required. * Minimum of 5 ...
Office Manager
Nashville, TN · On-site
Client Service & Local Presence * Support client development activities and local events ... Bachelor's degree preferred; associate degree or equivalent experience required. * Minimum of 5 ...
Office Manager
Nashville, TN · On-site
Client Service & Local Presence * Support client development activities and local events ... Bachelor's degree preferred; associate degree or equivalent experience required. * Minimum of 5 ...
Associate | Relationship Management
Brentwood, TN · On-site
$37K - $47K/yr
This position allows lead advisors to focus on strategy, relationship management, and business development while the Associate owns the execution of day-to-day client processes. A competitive salary ...
Associate | Relationship Management
Brentwood, TN · On-site
$37K - $47K/yr
This position allows lead advisors to focus on strategy, relationship management, and business development while the Associate owns the execution of day-to-day client processes. A competitive salary ...
Associate | Relationship Management
Brentwood, TN · On-site
$37K - $47K/yr
This position allows lead advisors to focus on strategy, relationship management, and business development while the Associate owns the execution of day-to-day client processes. A competitive salary ...
Associate | Relationship Management
Brentwood, TN · On-site
$37K - $47K/yr
This position allows lead advisors to focus on strategy, relationship management, and business development while the Associate owns the execution of day-to-day client processes. A competitive salary ...
... client exposure and hands-on responsibility. The ideal candidate will have 2-5 years of strong tax ... development. Associates work closely with experienced attorneys and clients on high-level tax ...
Quick apply
... client exposure and hands-on responsibility. The ideal candidate will have 2-5 years of strong tax ... development. Associates work closely with experienced attorneys and clients on high-level tax ...
Associate Director, Stop-Loss Product Development
Nashville, TN · Hybrid
$116K - $174K/yr
Partner with distribution teams to support growth, client engagement, and market expansion efforts. * Monitor industry, legislative, and competitor trends and support execution of product strategy ...
Associate Director, Stop-Loss Product Development
Nashville, TN · Hybrid
$116K - $174K/yr
Partner with distribution teams to support growth, client engagement, and market expansion efforts. * Monitor industry, legislative, and competitor trends and support execution of product strategy ...
Associate Director, Stop-Loss Product Development
Nashville, TN · Hybrid
$116K - $174K/yr
Partner with distribution teams to support growth, client engagement, and market expansion efforts. * Monitor industry, legislative, and competitor trends and support execution of product strategy ...
Associate Director, Stop-Loss Product Development
Nashville, TN · Hybrid
$116K - $174K/yr
Partner with distribution teams to support growth, client engagement, and market expansion efforts. * Monitor industry, legislative, and competitor trends and support execution of product strategy ...
Desire to pursue professional growth and development while maintaining a healthy work-life balance ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Desire to pursue professional growth and development while maintaining a healthy work-life balance ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
As a Client Associate, you'll serve as the primary client contact for account maintenance ... We offer training, development and learning resources so you continue to grow your career in a way ...
As a Client Associate, you'll serve as the primary client contact for account maintenance ... We offer training, development and learning resources so you continue to grow your career in a way ...
As a Client Associate, you'll serve as the primary client contact for account maintenance ... We offer training, development and learning resources so you continue to grow your career in a way ...
As a Client Associate, you'll serve as the primary client contact for account maintenance ... We offer training, development and learning resources so you continue to grow your career in a way ...
GCSolutions Attorney - Dispute Resolutions Team-Nashville
Nashville, TN · On-site
$80K - $160K/yr
GCSolutions attorneys are expected to contribute to team development but are not expected to build a book of business or make a significant investment of time in firm or client development.
GCSolutions Attorney - Dispute Resolutions Team-Nashville
Nashville, TN · On-site
$80K - $160K/yr
GCSolutions attorneys are expected to contribute to team development but are not expected to build a book of business or make a significant investment of time in firm or client development.
Client Development Associate information
See Tennessee salary details
$4.80 - $7.52
0% of jobs
$7.52 - $10.23
0% of jobs
$10.23 - $12.95
5% of jobs
$13.93 is the 25th percentile. Wages below this are outliers.
$12.95 - $15.67
55% of jobs
$15.67 - $18.39
3% of jobs
$18.39 - $21.10
3% of jobs
$23.82 is the 75th percentile. Wages above this are outliers.
$21.10 - $23.82
8% of jobs
$23.82 - $26.54
8% of jobs
$26.54 - $29.26
16% of jobs
$29.26 - $31.97
0% of jobs
$31.97 - $34.69
1% of jobs
$4
$20
$34
How much do client development associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a Client Development Associate, and why are they important?
How do Client Development Associates typically collaborate with sales and account management teams?
What does a Client Development Associate do?
What is the difference between Client Development Associate vs Business Development Representative?
| Aspect | Client Development Associate | Business Development Representative |
|---|---|---|
| Primary Focus | Building and maintaining client relationships, account management | Generating new leads, prospecting, and closing new business |
| Required Skills | Communication, relationship management, client service | Sales, prospecting, negotiation |
| Work Environment | Client-facing, account management teams | Sales teams, outreach-focused roles |
| Common Certifications | None specific, often related to industry certifications |
The Client Development Associate primarily focuses on nurturing existing client relationships and account management, while the Business Development Representative concentrates on generating new leads and closing new deals. Both roles require strong communication skills, but their core responsibilities differ in client retention versus new business acquisition.
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Full-time
Re-posted 17 days ago
Bank Of America rating
8.2
Based on 520 frontline employees who took The Breakroom Quiz
44th of 149 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.
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
Position Overview:
The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.
Specific responsibilities include, but are not limited to:
- Work with highly affluent clients
- Lead end-to-end onboarding and maintenance activities for new and existing clients.
- Provide products and services to each client, working with cross line of business partners
- Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
- Act as a key team member leading our clients' digital experience with the firm
- Create ease of access and interaction, while protecting their privacy and security
- Find opportunities to innovate every day
Key Qualifications for the role:
- 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
- Product Knowledge: Foundational knowledge of investment and banking products
- Energetic individual that is self-motivated, coachable, and flexible in thought
- Enjoys a fast-paced environment with changing and evolving responsibility
- Detailed oriented
- Invested in personal development
- Consistently pursues client experience excellence
- Works quickly to fulfill client needs delivering complex solutions
- Frequent communication, and an abundance of discretion with sensitive information
- Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
- Professional verbal and written communication
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
What Bank Of America employees say
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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