Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Business Development * Client Solutions Advisory * Pipeline Management * Prioritization
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Business Development * Client Solutions Advisory * Pipeline Management * Prioritization
... 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.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Business Development * Client Solutions Advisory * Pipeline Management * Prioritization
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Business Development * Client Solutions Advisory * Pipeline Management * Prioritization
... 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.
Associate Director, Business Development & Conference Services Wayne State University is searching ... Conduct site tours, sales presentations, and client meetings; represent the university at trade ...
Associate Director, Business Development & Conference Services Wayne State University is searching ... Conduct site tours, sales presentations, and client meetings; represent the university at trade ...
... 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.
Associate Director, Business Development & Conference Services Wayne State University is searching ... Conduct site tours, sales presentations, and client meetings; represent the university at trade ...
Associate Director, Business Development & Conference Services Wayne State University is searching ... Conduct site tours, sales presentations, and client meetings; represent the university at trade ...
Learn how each area contributes to delivering an exceptional client experience * Partner with ... Paid training and career development * Medical, dental, vision and life insurance * 401k with ...
Learn how each area contributes to delivering an exceptional client experience * Partner with ... Paid training and career development * Medical, dental, vision and life insurance * 401k with ...
Business Innovation Group - Rotational Development Program
Pontiac, MI · On-site
$44K - $60K/yr
Whether it's providing elite client service or continuously striving to improve, our pillars ... Paid training and career development * Medical, dental, vision and life insurance * 401k with ...
Quick apply
Business Innovation Group - Rotational Development Program
Pontiac, MI · On-site
$44K - $60K/yr
Whether it's providing elite client service or continuously striving to improve, our pillars ... Paid training and career development * Medical, dental, vision and life insurance * 401k with ...
Job Purpose The Associate Director, Business Development & Conference Services provides strategic ... Conduct site tours, sales presentations, and client meetings; represent the university at trade ...
Job Purpose The Associate Director, Business Development & Conference Services provides strategic ... Conduct site tours, sales presentations, and client meetings; represent the university at trade ...
Client Service & Operations Associate
Bloomfield Hills, MI · On-site
$65K - $75K/yr
Client Service & Operations Associate Managing meaningful wealth brings both complex challenges and ... PTO * On-the-job training and professional development * A culture that values focus during the ...
Client Service & Operations Associate
Bloomfield Hills, MI · On-site
$65K - $75K/yr
Client Service & Operations Associate Managing meaningful wealth brings both complex challenges and ... PTO * On-the-job training and professional development * A culture that values focus during the ...
Description Client Service & Operations Associate Location: Bloomfield Hills, MI Type: Full-Time, ... PTO * On-the-job training and professional development * A culture that values focus during the ...
Description Client Service & Operations Associate Location: Bloomfield Hills, MI Type: Full-Time, ... PTO * On-the-job training and professional development * A culture that values focus during the ...
Overview The Client Operations department manages client-specific operational tasks across practice ... Lead Supervisor and Sr. Associate's career development via teaching tasks and coaching skills
Overview The Client Operations department manages client-specific operational tasks across practice ... Lead Supervisor and Sr. Associate's career development via teaching tasks and coaching skills
Overview The Client Operations department manages client-specific operational tasks across practice ... Lead Supervisor and Sr. Associate's career development via teaching tasks and coaching skills
Overview The Client Operations department manages client-specific operational tasks across practice ... Lead Supervisor and Sr. Associate's career development via teaching tasks and coaching skills
Client Service Associate
Novi, MI · On-site
$13.75 - $18.75/hr
Client Service Associate Raymond James is seeking a dynamic Client Service Associate who is a ... development opportunities to remain current on firm and industry policies and procedures.
Client Service Associate
Novi, MI · On-site
$13.75 - $18.75/hr
Client Service Associate Raymond James is seeking a dynamic Client Service Associate who is a ... development opportunities to remain current on firm and industry policies and procedures.
Client Service Associate - Employee Benefits
Detroit, MI · On-site
$14.25 - $19.75/hr
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
Client Service Associate - Employee Benefits
Detroit, MI · On-site
$14.25 - $19.75/hr
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
Client Service Associate - Employee Benefits
Detroit, MI · On-site
$14.25 - $19.75/hr
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
Client Service Associate - Employee Benefits
Detroit, MI · On-site
$14.25 - $19.75/hr
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
Client Service Associate - Employee Benefits
Detroit, MI · On-site
$13.25 - $18.25/hr
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
Client Service Associate - Employee Benefits
Detroit, MI · On-site
$13.25 - $18.25/hr
The Client Service Associate will begin their client service insurance brokerage training and development journey in Hylant's Foundations Training & Development Program. This program offers a robust ...
Client Service Associate
Grosse Pointe, MI · On-site
$13.75 - $18.75/hr
... 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
Grosse Pointe, MI · On-site
$13.75 - $18.75/hr
... 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 Sales Associate (Remote)
Detroit, MI · Remote
$85K - $150K/yr
We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused ... Stay informed on industry developments, market trends, and regulatory updates * Operate with ...
Quick apply
Client Sales Associate (Remote)
Detroit, MI · Remote
$85K - $150K/yr
We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused ... Stay informed on industry developments, market trends, and regulatory updates * Operate with ...
Client Development Associate information
See Detroit, MI salary details
$5.23 - $8.18
0% of jobs
$8.18 - $11.14
0% of jobs
$11.14 - $14.10
5% of jobs
$15.16 is the 25th percentile. Wages below this are outliers.
$14.10 - $17.06
55% of jobs
$17.06 - $20.02
3% of jobs
$20.02 - $22.98
3% of jobs
$25.93 is the 75th percentile. Wages above this are outliers.
$22.98 - $25.93
8% of jobs
$25.93 - $28.89
8% of jobs
$28.89 - $31.85
16% of jobs
$31.85 - $34.81
0% of jobs
$34.81 - $37.77
1% of jobs
$5
$22
$37
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 does a client development associate 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.
- Business Development
- Business Development Associate
- Remote Business Development
- Business Development Executive Remote
- Account Development Executive
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- Remote Automotive Business Development Manager
- Remote Business Development Associate
- Remote Business Management
- Remote Business Development Logistics

Full-time
Re-posted 7 days ago
Bank Of America rating
8.2
Based on 525 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:
- 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
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