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
Associate Strategic Client Executive, Rx Solutions Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary ...
Associate Strategic Client Executive, Rx Solutions Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary ...
As an Associate in our Design team, you will play a pivotal role in developing our design pitches ... client solutions. What Experience You'll Need: * Commercial Workplace Expertise: Proven track ...
As an Associate in our Design team, you will play a pivotal role in developing our design pitches ... client solutions. What Experience You'll Need: * Commercial Workplace Expertise: Proven track ...
About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and ... Client service focus with the ability to listen to customer needs and recommend solutions * Ability ...
About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and ... Client service focus with the ability to listen to customer needs and recommend solutions * Ability ...
Oracle SCM - Senior Associate
Raleigh, NC · On-site
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Oracle SCM - Senior Associate
Raleigh, NC · On-site
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Specialized Tax Services - Energy Incentives & Credits Senior Associate
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$77K - $214K/yr
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Morrisville, NC · On-site
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Registered Client Service Associate - Raleigh, NC
Raleigh, NC · On-site
$25.85 - $43.08/hr
Job Overview: As a Registered Client Service Associate, you will provide comprehensive ... The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools ...
Registered Client Service Associate - Raleigh, NC
Raleigh, NC · On-site
$25.85 - $43.08/hr
Job Overview: As a Registered Client Service Associate, you will provide comprehensive ... The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
... solutions to clients to help them achieve their financial goals. Job expectations include ... associates during meetings to assist with team delivery of an exceptional client experience ...
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Hightower's capital solutions, operational support services, size and scale empower its vibrant ... We're looking for a Senior Client Service Associate to join our growing team and help deliver a ...
Hightower's capital solutions, operational support services, size and scale empower its vibrant ... We're looking for a Senior Client Service Associate to join our growing team and help deliver a ...
Hightower's capital solutions, operational support services, size and scale empower its vibrant ... The Senior Client Service Associate supports our advisors and clients by handling highvolume ...
Hightower's capital solutions, operational support services, size and scale empower its vibrant ... The Senior Client Service Associate supports our advisors and clients by handling highvolume ...
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Client Executive
Raleigh, NC · Remote
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Associate Director - Business Sales Director - Outside Sales Position Summary Our Outside Sales ... Customers rely on solutions that improve efficiency and security so they can achieve their goals.
Client Solutions Associate information
See Raleigh, NC salary details
$9.81 - $12.53
3% of jobs
$12.53 - $15.25
12% of jobs
$16.43 is the 25th percentile. Wages below this are outliers.
$15.25 - $17.97
23% of jobs
The median wage is $19.27 / hr.
$17.97 - $20.69
24% of jobs
$22.92 is the 75th percentile. Wages above this are outliers.
$20.69 - $23.41
15% of jobs
$23.41 - $26.13
10% of jobs
$26.13 - $28.85
6% of jobs
$28.85 - $31.57
2% of jobs
$31.57 - $34.29
2% of jobs
$34.29 - $37
1% of jobs
$37 - $39.72
1% of jobs
$9
$21
$39
How much do client solutions associate jobs pay per hour?
What is a client 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?
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.
Is a client solutions associate a good job?
What are the most commonly searched types of Client Solutions jobs in Raleigh, NC?
The most popular types of Client Solutions jobs in Raleigh, NC are:
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For Client Solutions Associate jobs in Raleigh, NC, the most frequently searched job titles are:
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The top searched job categories for Client Solutions Associate jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Solutions Associate jobs?
Cities near Raleigh, NC with the most Client Solutions Associate job openings:

Registered Wealth Management Client Associate
Raleigh, NC • On-site
8.2
Based on 533 frontline employees who took The Breakroom Quiz
52nd of 174 rated banks
People enjoy working here
Good employer
Recommended by students
Paid breaks
Recommended by parents
Full-time
Re-posted 14 days ago
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
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
Website
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
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