Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Merrill is committed to an in-office culture that supports collaboration, engagement, and career ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Merrill is committed to an in-office culture that supports collaboration, engagement, and career ...
Underwriting Support Associate Account Manager (Inland Marine and Commercial Property)
Rolling Meadows, IL · Hybrid
$48K - $55K/yr
Sarasota, Florida Underwriting Support Associate Account Managers provide overall day-to-day ... Prepares account service-related documents such as proposals and other client communications and ...
Underwriting Support Associate Account Manager (Inland Marine and Commercial Property)
Rolling Meadows, IL · Hybrid
$48K - $55K/yr
Sarasota, Florida Underwriting Support Associate Account Managers provide overall day-to-day ... Prepares account service-related documents such as proposals and other client communications and ...
... Associate to join our team ... This role is essential in delivering exceptional client experience and supporting our Advisors ...
Quick apply
... Associate to join our team ... This role is essential in delivering exceptional client experience and supporting our Advisors ...
Client Service Associate
Buffalo Grove, IL · On-site
$55K - $60K/yr
... Associate to join our team ... This role is essential in delivering exceptional client experience and supporting our Advisors ...
Quick apply
Client Service Associate
Buffalo Grove, IL · On-site
$55K - $60K/yr
... Associate to join our team ... This role is essential in delivering exceptional client experience and supporting our Advisors ...
Senior Client Associate
Highland Park, IL · On-site
$75K - $95K/yr
... Senior Client Service Associate to join a collaborative team supporting experienced Financial ... Bachelor's degree required * 3+ years of experience supporting Financial Advisors or Wealth ...
New
Senior Client Associate
Highland Park, IL · On-site
$75K - $95K/yr
... Senior Client Service Associate to join a collaborative team supporting experienced Financial ... Bachelor's degree required * 3+ years of experience supporting Financial Advisors or Wealth ...
New
Associate Veterinarian
Highland Park, IL · On-site
$77K/yr
End-of-life care and client support We welcome DVMs with varied interests, and while we're ... Innovative Associate health and well-being resources (Headspace app, Fidelity financial wellness ...
Associate Veterinarian
Highland Park, IL · On-site
$77K/yr
End-of-life care and client support We welcome DVMs with varied interests, and while we're ... Innovative Associate health and well-being resources (Headspace app, Fidelity financial wellness ...
Registered Wealth Management Client Associate- Chicago Market
Northbrook, IL · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Key responsibilities include supporting enterprise strategic objectives, operational excellence ...
Registered Wealth Management Client Associate- Chicago Market
Northbrook, IL · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Key responsibilities include supporting enterprise strategic objectives, operational excellence ...
Client Service Associate
Port Barrington, IL · On-site
$70K - $90K/yr
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... The primary role is to provide client service management support to our clients and operational ...
Client Service Associate
Port Barrington, IL · On-site
$70K - $90K/yr
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... The primary role is to provide client service management support to our clients and operational ...
Support advisors in meeting preparation, including performance reports and financial planning materials * Generate client reports and assist in portfolio review preparation * Track and follow up on ...
Support advisors in meeting preparation, including performance reports and financial planning materials * Generate client reports and assist in portfolio review preparation * Track and follow up on ...
Support advisors in meeting preparation, including performance reports and financial planning materials * Generate client reports and assist in portfolio review preparation * Track and follow up on ...
Support advisors in meeting preparation, including performance reports and financial planning materials * Generate client reports and assist in portfolio review preparation * Track and follow up on ...
Associate Director of Health & Wellness
Waukegan, IL · On-site
$90 - $120/hr
Associate Director of Health & Wellness Status: Full-Time, Exempt (Salary) Reports To: Director of ... Provide direct client support when clinically appropriate and operationally necessary. Staff ...
Associate Director of Health & Wellness
Waukegan, IL · On-site
$90 - $120/hr
Associate Director of Health & Wellness Status: Full-Time, Exempt (Salary) Reports To: Director of ... Provide direct client support when clinically appropriate and operationally necessary. Staff ...
Associate Director of Health & Wellness
Waukegan, IL · On-site
$70K/yr
Associate Director of Health & Wellness Status: Full-Time, Exempt (Salary) Reports To: Director of ... Provide direct client support when clinically appropriate and operationally necessary. Staff ...
Quick apply
Associate Director of Health & Wellness
Waukegan, IL · On-site
$70K/yr
Associate Director of Health & Wellness Status: Full-Time, Exempt (Salary) Reports To: Director of ... Provide direct client support when clinically appropriate and operationally necessary. Staff ...
Support New Business activity via handling of new business applications, compiling client ... An associate's degree, professional certification, or equivalent training. * Experience in managing ...
Support New Business activity via handling of new business applications, compiling client ... An associate's degree, professional certification, or equivalent training. * Experience in managing ...
Wealth Management Client Associate
Northbrook, IL · On-site
$25/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Merrill is committed to an in-office culture that supports collaboration, engagement, and career ...
Wealth Management Client Associate
Northbrook, IL · On-site
$25/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Merrill is committed to an in-office culture that supports collaboration, engagement, and career ...
Wealth Management Client Associate
Great Lakes, IL · On-site
$25/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Merrill is committed to an in-office culture that supports collaboration, engagement, and career ...
Wealth Management Client Associate
Great Lakes, IL · On-site
$25/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Merrill is committed to an in-office culture that supports collaboration, engagement, and career ...
Wealth Management Client Associate
Northbrook, IL · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Merrill is committed to an in-office culture that supports collaboration, engagement, and career ...
Wealth Management Client Associate
Northbrook, IL · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Merrill is committed to an in-office culture that supports collaboration, engagement, and career ...
Case Aide
Waukegan, IL · On-site
$16 - $21.50/hr
Role Overview The Case Associate provides comprehensive client support by assisting with intake, assessments, crisis response, case documentation, administrative coordination, resource referrals ...
Case Aide
Waukegan, IL · On-site
$16 - $21.50/hr
Role Overview The Case Associate provides comprehensive client support by assisting with intake, assessments, crisis response, case documentation, administrative coordination, resource referrals ...
Case Aide
$16 - $21.50/hr
Role Overview The Case Associate provides comprehensive client support by assisting with intake, assessments, crisis response, case documentation, administrative coordination, resource referrals ...
Case Aide
$16 - $21.50/hr
Role Overview The Case Associate provides comprehensive client support by assisting with intake, assessments, crisis response, case documentation, administrative coordination, resource referrals ...
Case Aide
$16 - $21.50/hr
Role Overview The Case Associate provides comprehensive client support by assisting with intake, assessments, crisis response, case documentation, administrative coordination, resource referrals ...
Case Aide
$16 - $21.50/hr
Role Overview The Case Associate provides comprehensive client support by assisting with intake, assessments, crisis response, case documentation, administrative coordination, resource referrals ...
Join a nurturing community that values work-life harmony and provides the support and flexibility ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Join a nurturing community that values work-life harmony and provides the support and flexibility ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Client Support Associate information
See Gurnee, IL salary details
$11.54 - $12.96
1% of jobs
$12.96 - $14.39
5% of jobs
$14.39 - $15.82
16% of jobs
$15.98 is the 25th percentile. Wages below this are outliers.
$15.82 - $17.24
23% of jobs
The median wage is $17.76 / hr.
$17.24 - $18.67
12% of jobs
$18.67 - $20.09
11% of jobs
$21.42 is the 75th percentile. Wages above this are outliers.
$20.09 - $21.52
7% of jobs
$21.52 - $22.95
9% of jobs
$22.95 - $24.37
7% of jobs
$24.37 - $25.80
5% of jobs
$25.80 - $27.23
3% of jobs
$11
$19
$27
How much do client support associate jobs pay per hour?
What does a Client Support Associate do?
How does a Client Support Associate typically collaborate with other departments to resolve customer issues?
What are the key skills and qualifications needed to thrive as a Client Support Associate, and why are they important?
What is the difference between Client Support Associate vs Customer Service Representative?
| Aspect | Client Support Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer post-secondary education | High school diploma or equivalent; on-the-job training often provided |
| Work Environment | Corporate offices, call centers, or remote settings; focused on client accounts | Retail stores, call centers, or online support; general customer interactions |
| Employer & Industry Usage | Financial services, tech companies, consulting firms | Retail, telecom, hospitality, and various service industries |
While both roles involve assisting customers, a Client Support Associate typically handles specialized client accounts in professional settings, requiring specific industry knowledge. Customer Service Representatives often provide general support across various industries, focusing on broad customer inquiries. The roles differ mainly in scope and industry focus, but both aim to ensure customer satisfaction and retention.

Full-time
PTO
Re-posted 10 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
Pay Transparency details
US - IL - Northbrook - 1033 SKOKIE BLVD (IL3518)
Pay and benefits information
Pay range
$25.00 - $45.00 hourly pay, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
What Bank Of America employees say
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Benefits
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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