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Client Service Manager Wealth Management Group Jobs

Bank of America

NY · On-site

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... This job is responsible for providing client service support to potentially multiple Financial ...

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How much do client service manager wealth management group jobs pay per year?

As of Sep 11, 2026, the average yearly pay for client service manager wealth management group in the United States is $57,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $70,000.00 per year, depending on experience, location, and employer.

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Infographic showing various Client Service Manager Wealth Management Group job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $57,998 per year, or $27.9 per hour.

Registered Wealth Management Client Associate

Winter Park, FL

Bank of America
Finance and Insurance • 10K+ employees
Learn more about Bank of Americaexternal

Full-time

Re-posted 11 days ago

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 537 frontline employees who took The Breakroom Quiz

Job description

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 with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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.

The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.

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 everyday

Key Qualifications for the role:

  • Candidates are required to currently hold Series 7 & 66 or 63/65

  • 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

  • Detail 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

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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

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