Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Senior Audit Associate (Client Service)
$77K - $94K/yr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Quick apply
Senior Audit Associate (Client Service)
$77K - $94K/yr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Senior Audit Associate (Client Service)
Troy, MI · On-site
$76K - $94K/yr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Senior Audit Associate (Client Service)
Troy, MI · On-site
$76K - $94K/yr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Senior Audit Associate (Client Service)
Troy, MI · On-site
$77K - $94K/yr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Senior Audit Associate (Client Service)
Troy, MI · On-site
$77K - $94K/yr
Supervise, train and mentor less experienced associates and interns. * Contribute to engagement ... Core Competencies * Client Service * Technical Expertise * Business Acumen * Relationship ...
Client Service Representative
Livonia, MI · On-site
$15 - $20.25/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...
Client Service Representative
Livonia, MI · On-site
$15 - $20.25/hr
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Associate Account Executive
Troy, MI · On-site
The Associate Account Executive will manage tactical execution and administrative projects to ... Support the client services team with projects and operational tasks associated with all marketing ...
Associate Account Executive
Troy, MI · On-site
The Associate Account Executive will manage tactical execution and administrative projects to ... Support the client services team with projects and operational tasks associated with all marketing ...
Client Service Representative
Saint Clair Shores, MI · On-site
$14.50 - $19.75/hr
... services, including prescriptions. • Answering questions regarding products and services ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Representative
Saint Clair Shores, MI · On-site
$14.50 - $19.75/hr
... services, including prescriptions. • Answering questions regarding products and services ... If you are a current associate, you need to apply through our internal career site. Please log into ...
Client Service Coordinator
Utica, MI · On-site
$16.16 - $20.66/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...
New
Client Service Coordinator
Utica, MI · On-site
$16.16 - $20.66/hr
If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...
New
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 ... Committed to maintaining high ethical standards and delivering exceptional client service
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 ... Committed to maintaining high ethical standards and delivering exceptional client service
Why You'll Love this Guest Experience Associate Job! Deliver First-Class Service in a ... Open and close rental contracts; ensuring all required client paperwork is complete and accurate
Quick apply
Why You'll Love this Guest Experience Associate Job! Deliver First-Class Service in a ... Open and close rental contracts; ensuring all required client paperwork is complete and accurate
Summary Are you passionate about delivering exceptional client service while keeping operations running smoothly? As a Cash Management Associate. you'll be the friendly, knowledgeable voice ...
Summary Are you passionate about delivering exceptional client service while keeping operations running smoothly? As a Cash Management Associate. you'll be the friendly, knowledgeable voice ...
Client Experience Associate
$13.50 - $18.50/hr
As a Client Experience Associate within PNC's Retail Banking organization, you will be based in ... process including, service to sales, teller interactions, and effective lobby engagement ...
New
Client Experience Associate
$13.50 - $18.50/hr
As a Client Experience Associate within PNC's Retail Banking organization, you will be based in ... process including, service to sales, teller interactions, and effective lobby engagement ...
New
Summary Are you passionate about delivering exceptional client service while keeping operations running smoothly? As aCash Management Associate. you'll be the friendly, knowledgeable voice supporting ...
Summary Are you passionate about delivering exceptional client service while keeping operations running smoothly? As aCash Management Associate. you'll be the friendly, knowledgeable voice supporting ...
Client Administration Associate, Retirement Plan Consulting
Detroit, MI · On-site
$16 - $20/hr
Client Administration Associate, Retirement Plan Consulting The Client Administration Associate ... In this role, you will work closely with consultants and service partners to support client ...
Client Administration Associate, Retirement Plan Consulting
Detroit, MI · On-site
$16 - $20/hr
Client Administration Associate, Retirement Plan Consulting The Client Administration Associate ... In this role, you will work closely with consultants and service partners to support client ...
Client Administration Associate, Retirement Plan Consulting
Detroit, MI · On-site
$17.25 - $21.50/hr
Client Administration Associate, Retirement Plan Consulting The Client Administration Associate ... In this role, you will work closely with consultants and service partners to support client ...
Client Administration Associate, Retirement Plan Consulting
Detroit, MI · On-site
$17.25 - $21.50/hr
Client Administration Associate, Retirement Plan Consulting The Client Administration Associate ... In this role, you will work closely with consultants and service partners to support client ...
Client Administration Associate, Retirement Plan Consulting
Detroit, MI · On-site
$17.25 - $21.50/hr
Client Administration Associate, Retirement Plan Consulting The Client Administration Associate ... In this role, you will work closely with consultants and service partners to support client ...
Quick apply
Client Administration Associate, Retirement Plan Consulting
Detroit, MI · On-site
$17.25 - $21.50/hr
Client Administration Associate, Retirement Plan Consulting The Client Administration Associate ... In this role, you will work closely with consultants and service partners to support client ...
Client Administration Associate, Retirement Plan Consulting
Detroit, MI · On-site
$17.25 - $21.50/hr
Client Administration Associate, Retirement Plan Consulting The Client Administration Associate ... In this role, you will work closely with consultants and service partners to support client ...
Quick apply
Client Administration Associate, Retirement Plan Consulting
Detroit, MI · On-site
$17.25 - $21.50/hr
Client Administration Associate, Retirement Plan Consulting The Client Administration Associate ... In this role, you will work closely with consultants and service partners to support client ...
Client Services Associate information
See Rochester Hills, MI salary details
$9.29 - $11.87
3% of jobs
$11.87 - $14.44
12% of jobs
$15.55 is the 25th percentile. Wages below this are outliers.
$14.44 - $17.02
23% of jobs
The median wage is $18.25 / hr.
$17.02 - $19.59
24% of jobs
$21.71 is the 75th percentile. Wages above this are outliers.
$19.59 - $22.17
15% of jobs
$22.17 - $24.74
10% of jobs
$24.74 - $27.32
6% of jobs
$27.32 - $29.89
2% of jobs
$29.89 - $32.47
2% of jobs
$32.47 - $35.04
1% of jobs
$35.04 - $37.61
1% of jobs
$9
$20
$37
How much do client services associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a client services associate?
What is a client services associate?
A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.
What is the difference between Client Services Associate vs Customer Support Specialist?
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting customers with issues or inquiries |
The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.
What are some common challenges faced by client services associates, and how can they be overcome?
What does a client services associate do?
- What is the career progression of a client services associate?
- What is the difference between a client services associate and a financial advisor?
- How to become a client services associate?
- How much is the salary of a client services associate in the US?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template

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