Wealth Management Client Associate
Company: Bank of America
Location: Kingsport
Posted on: April 1, 2026
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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. 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 Position Overview: The
Wealth Management Client Associate role is a sales support
position, typically providing dedicated operational and sales
support to multiple Financial Advisors (FA). Incumbents may also on
a regular basis, support office initiatives, in addition to the
businesses of a particular Financial Advisor. For established
clients, the CA will often serve as the most frequent point of
contact with Merrill Wealth Management. 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 every day Key
Qualifications for the role: 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
Detailed 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
Keywords: Bank of America, Knoxville , Wealth Management Client Associate, Accounting, Auditing , Kingsport, Tennessee
