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 ...
Cash Management Client Service - Associate
Charlotte, NC · Hybrid
$80K - $105K/yr
Role Objectives Associate Key Responsibilities Client Support & Issue Resolution * Serve as a ... Contribute to service process enhancements, FAQ development, and best practices documentation
Cash Management Client Service - Associate
Charlotte, NC · Hybrid
$80K - $105K/yr
Role Objectives Associate Key Responsibilities Client Support & Issue Resolution * Serve as a ... Contribute to service process enhancements, FAQ development, and best practices documentation
Manager, Tax - Private Client - 2237079
Charlotte, NC · On-site
$108K - $142K/yr
The Private Client Tax Manager participates in client development and team management and conducts ... Reviewing and managing projects prepared by tax associates and seniors * Effectively delegating ...
Manager, Tax - Private Client - 2237079
Charlotte, NC · On-site
$108K - $142K/yr
The Private Client Tax Manager participates in client development and team management and conducts ... Reviewing and managing projects prepared by tax associates and seniors * Effectively delegating ...
Registered Wealth Management Client Associate
Charlotte, NC · On-site
$52 - $76/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Business Development * Client Solutions * Advisory Pipeline Management * Prioritization
Registered Wealth Management Client Associate
Charlotte, NC · On-site
$52 - $76/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Business Development * Client Solutions * Advisory Pipeline Management * Prioritization
Investment Banking Associate II - Defense, Government, Engineering & Industrial Services
Charlotte, NC · On-site
As an Associate, responsibilities will include client development support, formulation of pitches encompassing strategic and capital markets advice, and involvement in execution of transactions from ...
Posted today
Investment Banking Associate II - Defense, Government, Engineering & Industrial Services
Charlotte, NC · On-site
As an Associate, responsibilities will include client development support, formulation of pitches encompassing strategic and capital markets advice, and involvement in execution of transactions from ...
Posted today
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 ...
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 ...
Associate Director, Client Services - Account Management
Charlotte, NC · On-site
$136.40 - $170.50/hr
The Associate Director, Account Management is responsible for managing the planning, execution ... the development of standard operating procedures and best practices in support of Account ...
Associate Director, Client Services - Account Management
Charlotte, NC · On-site
$136.40 - $170.50/hr
The Associate Director, Account Management is responsible for managing the planning, execution ... the development of standard operating procedures and best practices in support of Account ...
Client Service Associate
Charlotte, NC · On-site
$50K - $54K/yr
We are seeking a Client Service Associate to join our growing team in Charlotte, NC. This role is ... Ongoing skill development and training * Stable, full-time position
Client Service Associate
Charlotte, NC · On-site
$50K - $54K/yr
We are seeking a Client Service Associate to join our growing team in Charlotte, NC. This role is ... Ongoing skill development and training * Stable, full-time position
Client Service Associate
Charlotte, NC · On-site
$50K - $54K/yr
We are seeking a Client Service Associate to join our growing team in Charlotte, NC. This role is ... Ongoing skill development and training * Stable, full-time position
Client Service Associate
Charlotte, NC · On-site
$50K - $54K/yr
We are seeking a Client Service Associate to join our growing team in Charlotte, NC. This role is ... Ongoing skill development and training * Stable, full-time position
Client Engagement Associate
Charlotte, NC · On-site
Position Overview The Client Engagement Associate (CEA) a client facing role that provides ... Create and maintain documentation of reporting data logic and all new developments in the Platform ...
Client Engagement Associate
Charlotte, NC · On-site
Position Overview The Client Engagement Associate (CEA) a client facing role that provides ... Create and maintain documentation of reporting data logic and all new developments in the Platform ...
Client Marketing Associate
Charlotte, NC · On-site
$55K - $80K/yr
Senior Associate - Americas Client Marketing The Marketing Senior Associate is a member of the ... Tactical Marketing & Content Development Coordinates tactical marketing deliverables including ...
Client Marketing Associate
Charlotte, NC · On-site
$55K - $80K/yr
Senior Associate - Americas Client Marketing The Marketing Senior Associate is a member of the ... Tactical Marketing & Content Development Coordinates tactical marketing deliverables including ...
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
Be Seen First
Remote Client Experience Associate
Charlotte, NC · Remote
$16/hr
We are looking for a Client Experience Associate to join our team! Please see below for more ... Willingness to complete an introductory learning and development phase at satisfactory levels.
Quick apply
Be Seen First
Remote Client Experience Associate
Charlotte, NC · Remote
$16/hr
We are looking for a Client Experience Associate to join our team! Please see below for more ... Willingness to complete an introductory learning and development phase at satisfactory levels.
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
... Client Service Associate who is a motivated, detail oriented and creative problem solver to join ... development opportunities to remain current on firm and industry policies and procedures.
Investment Banking Associate Corporate Finance - Consumer & Retail
Charlotte, NC · On-site
$175K - $200K/yr
The Associate's responsibilities will include client development support, formulation of pitches encompassing strategic and capital markets advice, and involvement in execution of transactions from ...
Investment Banking Associate Corporate Finance - Consumer & Retail
Charlotte, NC · On-site
$175K - $200K/yr
The Associate's responsibilities will include client development support, formulation of pitches encompassing strategic and capital markets advice, and involvement in execution of transactions from ...
Investment Banking Associate Corporate Finance - Consumer & Retail
Charlotte, NC · On-site
$175K - $200K/yr
The Associate's responsibilities will include client development support, formulation of pitches encompassing strategic and capital markets advice, and involvement in execution of transactions from ...
Investment Banking Associate Corporate Finance - Consumer & Retail
Charlotte, NC · On-site
$175K - $200K/yr
The Associate's responsibilities will include client development support, formulation of pitches encompassing strategic and capital markets advice, and involvement in execution of transactions from ...
The Associate's responsibilities will include client development support, formulation of pitches encompassing strategic and capital markets advice, and involvement in execution of transactions from ...
The Associate's responsibilities will include client development support, formulation of pitches encompassing strategic and capital markets advice, and involvement in execution of transactions from ...
Investment Banking Associate Corporate Finance - Consumer & Retail
Charlotte, NC · On-site
$175K - $200K/yr
The Associate's responsibilities will include client development support, formulation of pitches encompassing strategic and capital markets advice, and involvement in execution of transactions from ...
Investment Banking Associate Corporate Finance - Consumer & Retail
Charlotte, NC · On-site
$175K - $200K/yr
The Associate's responsibilities will include client development support, formulation of pitches encompassing strategic and capital markets advice, and involvement in execution of transactions from ...
Client Outreach Consultant
Charlotte, NC · On-site
$71K - $77K/yr
Client Outreach Consultant The Client Outreach Consultant proactively contacts the organization ... Here, every associate can grow through meaningful learning experiences and development pathways ...
Client Outreach Consultant
Charlotte, NC · On-site
$71K - $77K/yr
Client Outreach Consultant The Client Outreach Consultant proactively contacts the organization ... Here, every associate can grow through meaningful learning experiences and development pathways ...
Client Development Associate information
See Cornelius, NC salary details
$4.89 - $7.66
0% of jobs
$7.66 - $10.43
0% of jobs
$10.43 - $13.21
5% of jobs
$14.20 is the 25th percentile. Wages below this are outliers.
$13.21 - $15.98
55% of jobs
$15.98 - $18.75
3% of jobs
$18.75 - $21.52
3% of jobs
$24.29 is the 75th percentile. Wages above this are outliers.
$21.52 - $24.29
8% of jobs
$24.29 - $27.06
8% of jobs
$27.06 - $29.83
16% of jobs
$29.83 - $32.60
0% of jobs
$32.60 - $35.37
1% of jobs
$4
$20
$35
How much do client development associate jobs pay per hour?
What does a client development associate do?
What are the key skills and qualifications needed to thrive as a client development associate, and why are they important?
How does a client development associate typically collaborate with sales and account management teams?
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.
What is the role of a Client Development Associate?
What are the most commonly searched types of Client Development jobs in Cornelius, NC?
The most popular types of Client Development jobs in Cornelius, NC are:
What cities near Cornelius, NC are hiring for Client Development Associate jobs?
Cities near Cornelius, NC with the most Client Development Associate job openings:

Full-time
Re-posted 25 days ago
Bank Of America rating
8.2
Based on 534 frontline employees who took The Breakroom Quiz
52nd of 174 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:
Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
** If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code**
Possesses advanced industry knowledge and an understanding of investment products
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:
- 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
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
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