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 ...
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 ...
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 ...
New
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 ...
New
Minimum of 5 years of experience in a client management role, with a proven track record of ... maintaining and growing client relationships. Demonstrated ability to manage multiple projects and ...
Minimum of 5 years of experience in a client management role, with a proven track record of ... maintaining and growing client relationships. Demonstrated ability to manage multiple projects and ...
Minimum of 5 years of experience in a client management role, with a proven track record of ... maintaining and growing client relationships. Demonstrated ability to manage multiple projects and ...
Minimum of 5 years of experience in a client management role, with a proven track record of ... maintaining and growing client relationships. Demonstrated ability to manage multiple projects and ...
Minimum of 5 years of experience in a client management role, with a proven track record of ... maintaining and growing client relationships. Demonstrated ability to manage multiple projects and ...
Minimum of 5 years of experience in a client management role, with a proven track record of ... maintaining and growing client relationships. Demonstrated ability to manage multiple projects and ...
Minimum of 5 years of experience in a client management role, with a proven track record of ... maintaining and growing client relationships. Demonstrated ability to manage multiple projects and ...
Minimum of 5 years of experience in a client management role, with a proven track record of ... maintaining and growing client relationships. Demonstrated ability to manage multiple projects and ...
... management contacts at utilities, co-ops, and T-Line prime contractors. • Serve as the primary ... for client accounts; keep communication consistent and follow through on commitments • Stay ...
... management contacts at utilities, co-ops, and T-Line prime contractors. • Serve as the primary ... for client accounts; keep communication consistent and follow through on commitments • Stay ...
... management contacts at utilities, co-ops, and T-Line prime contractors. • Serve as the primary ... for client accounts; keep communication consistent and follow through on commitments • Stay ...
... management contacts at utilities, co-ops, and T-Line prime contractors. • Serve as the primary ... for client accounts; keep communication consistent and follow through on commitments • Stay ...
... management contacts at utilities, co-ops, and T-Line prime contractors. • Serve as the primary ... for client accounts; keep communication consistent and follow through on commitments • Stay ...
... management contacts at utilities, co-ops, and T-Line prime contractors. • Serve as the primary ... for client accounts; keep communication consistent and follow through on commitments • Stay ...
Registered Wealth Management Client Associate
West Palm Beach, FL · On-site
$25 - $45/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 Wealth Management Client Associate
West Palm Beach, FL · On-site
$25 - $45/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 ...
... management contacts at utilities, co-ops, and T-Line prime contractors. • Serve as the primary ... for client accounts; keep communication consistent and follow through on commitments • Stay ...
... management contacts at utilities, co-ops, and T-Line prime contractors. • Serve as the primary ... for client accounts; keep communication consistent and follow through on commitments • Stay ...
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration ...
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration ...
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration ...
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration ...
Sr Client Solutions Manager
Orlando, FL · On-site
The integrated full-service solutions leverage a 99-year legacy in event management as well as new technologies to deliver moments that matter. Summary The Audio Visual Sr Client Solutions Manager ...
Sr Client Solutions Manager
Orlando, FL · On-site
The integrated full-service solutions leverage a 99-year legacy in event management as well as new technologies to deliver moments that matter. Summary The Audio Visual Sr Client Solutions Manager ...
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 ...
Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business ... risk management solutions, business transition strategies, etc. You will utilize our financial ...
Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business ... risk management solutions, business transition strategies, etc. You will utilize our financial ...
Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business ... risk management solutions, business transition strategies, etc. You will utilize our financial ...
Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business ... risk management solutions, business transition strategies, etc. You will utilize our financial ...
Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business ... risk management solutions, business transition strategies, etc. You will utilize our financial ...
Summary As a Private Client Relationship Manager (PCRM), you are responsible for new business ... risk management solutions, business transition strategies, etc. You will utilize our financial ...
The role oversees client portfolios in cruise crew management contexts translating business needs into structured projects that drive operational efficiency reliability and long term value for both ...
The role oversees client portfolios in cruise crew management contexts translating business needs into structured projects that drive operational efficiency reliability and long term value for both ...
Client Management information
See Florida salary details
$44.5K - $45.8K
8% of jobs
$45.8K - $47K
8% of jobs
$48.2K is the 25th percentile. Wages below this are outliers.
$47K - $48.3K
11% of jobs
$48.3K - $49.6K
8% of jobs
$49.6K - $50.9K
11% of jobs
The median wage is $51.8K / yr.
$50.9K - $52.2K
8% of jobs
$52.2K - $53.5K
11% of jobs
$53.5K - $54.8K
8% of jobs
$55.3K is the 75th percentile. Wages above this are outliers.
$54.8K - $56.1K
11% of jobs
$56.1K - $57.4K
8% of jobs
$57.4K - $58.7K
11% of jobs
$44.5K
$52.3K
$58.7K
How much do client management jobs pay per year?
What are the key skills and qualifications needed to thrive in client management, and why are they important?
What is the difference between Client Management vs Customer Service Representative?
| Aspect | Client Management | Customer Service Representative |
|---|---|---|
| Credentials | Relevant experience, certifications in account management or sales | Customer service training, communication skills |
| Work Environment | Business settings, client meetings, account oversight | Call centers, retail, support desks |
| Employer & Industry | Consulting firms, financial services, B2B companies | Retail, telecom, hospitality |
| Search & Comparison Intent | Managing client relationships, account growth | Handling customer inquiries, issue resolution |
While both roles involve interaction with clients or customers, Client Management focuses on building long-term relationships and managing accounts, often in a B2B context. Customer Service Representatives primarily address immediate customer needs and resolve issues, typically in a retail or support environment. Understanding these differences helps job seekers target the right roles based on their skills and career goals.
What is client management?
What do client management do?
What are some common challenges faced in a client management role, and how can I effectively address them?

Full-time
Re-posted 5 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)
- 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.
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