Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Solutions Sales Executive
Lewisville, TX · On-site
$65K - $85K/yr
Job Title: Solution Sales Executive Location: Remote with Travel (Up to 50%) Industry ... In this client-facing role, you will be responsible for developing and closing complex sales ...
Quick apply
Solutions Sales Executive
Lewisville, TX · On-site
$65K - $85K/yr
Job Title: Solution Sales Executive Location: Remote with Travel (Up to 50%) Industry ... In this client-facing role, you will be responsible for developing and closing complex sales ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Client Services Director
$92K - $115K/yr
... solutions to ensure alignment with both client goals and organization strategy. * Monitor and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Client Services Director
$92K - $115K/yr
... solutions to ensure alignment with both client goals and organization strategy. * Monitor and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Client Services Director
Dallas, TX · On-site
$92K - $115K/yr
... solutions to ensure alignment with both client goals and organization strategy. * Monitor and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Client Services Director
Dallas, TX · On-site
$92K - $115K/yr
... solutions to ensure alignment with both client goals and organization strategy. * Monitor and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...
Workflow Operations Associate
Westlake, TX · On-site
$25 - $27.40/hr
As a Workflow Solutions Associate, you'll be part of the team that keeps things moving behind the ... You'll receive comprehensive on-the-job training to assess and advise on client materials, such as ...
Workflow Operations Associate
Westlake, TX · On-site
$25 - $27.40/hr
As a Workflow Solutions Associate, you'll be part of the team that keeps things moving behind the ... You'll receive comprehensive on-the-job training to assess and advise on client materials, such as ...
Client Services Associate
Houston, TX · On-site
About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine ... Identify client travel needs and recommend appropriate travel solutions * Generate new business ...
Client Services Associate
Houston, TX · On-site
About the job Client Services Associate Client Services Associate (Remote) About Hello Sunshine ... Identify client travel needs and recommend appropriate travel solutions * Generate new business ...
Senior Tax Associate
Dallas, TX · On-site +1
$90K - $115K/yr
Senior Tax Associate (100% Remote) Compensation: $95-115K base plus performance bonus Hours: 40-45 ... Collaborate with internal accounting and advisory teams to deliver complete client solutions Who ...
Quick apply
Senior Tax Associate
Dallas, TX · On-site +1
$90K - $115K/yr
Senior Tax Associate (100% Remote) Compensation: $95-115K base plus performance bonus Hours: 40-45 ... Collaborate with internal accounting and advisory teams to deliver complete client solutions Who ...
Platform Solutions- Dallas- Senior Associate, Client Services - Operations-10072339
Dallas, TX · On-site
Senior Associate, Client Services - Operations with Goldman Sachs Bank USA in Dallas, Texas. Mentor ... Apply control-oriented and solution-focused approaches to support the rollout of business growth ...
New
Platform Solutions- Dallas- Senior Associate, Client Services - Operations-10072339
Dallas, TX · On-site
Senior Associate, Client Services - Operations with Goldman Sachs Bank USA in Dallas, Texas. Mentor ... Apply control-oriented and solution-focused approaches to support the rollout of business growth ...
New
Client Solutions Associate information
See Texas salary details
$9.41 - $12.01
3% of jobs
$12.01 - $14.62
12% of jobs
$15.74 is the 25th percentile. Wages below this are outliers.
$14.62 - $17.22
23% of jobs
The median wage is $18.47 / hr.
$17.22 - $19.83
24% of jobs
$21.97 is the 75th percentile. Wages above this are outliers.
$19.83 - $22.44
15% of jobs
$22.44 - $25.04
10% of jobs
$25.04 - $27.65
6% of jobs
$27.65 - $30.25
2% of jobs
$30.25 - $32.86
2% of jobs
$32.86 - $35.47
1% of jobs
$35.47 - $38.07
1% of jobs
$9
$20
$38
How much do client solutions associate jobs pay per hour?
What are Client Solutions Associates?
What is the difference between Client Solutions Associate vs Account Manager?
| Aspect | Client Solutions Associate | Account Manager |
|---|---|---|
| Primary Role | Supports client needs, assists in solution delivery, and coordinates between teams | Manages client accounts, maintains relationships, and drives account growth |
| Required Skills | Communication, problem-solving, product knowledge | Relationship management, sales, strategic planning |
| Work Environment | Collaborative, team-oriented, often in client-facing settings | Client-focused, sales-driven, often in account management teams |
| Common Usage | Used in tech, consulting, and service industries | Common in advertising, marketing, and SaaS sectors |
The main difference is that a Client Solutions Associate primarily supports client needs and coordinates solutions, while an Account Manager focuses on managing client relationships and growing accounts. Both roles require strong communication skills and industry knowledge, but their core responsibilities differ in scope and focus.
What does a client associate do?
What job makes $10,000 a month without a degree?
What does a client solutions associate do?
What is a customer solutions associate?
How does a Client Solutions Associate typically collaborate with sales and account management teams?
What are the key skills and qualifications needed to thrive as a Client Solutions Associate, and why are they important?

Full-time
Posted 15 days ago
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 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
Shift:
1st shift (United States of America)Hours Per Week:Â
37.5About Bank of America Business
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998