Private Wealth Client Associate
Lopez & Associates
About this role
This role supports client service delivery within Merrill Wealth Management, assisting financial advisors by providing excellent client service, managing client relationships, and supporting operational functions. The position emphasizes a client-centric approach, accuracy, and collaboration to meet the needs of clients and advisors in a fast-paced financial environment.
Skills
About Lopez & Associates
ml.comMerrill Lynch is the wealth management arm of Bank of America, providing financial advisory and investment services to individuals, families, and institutions. It delivers personalized planning and portfolio management — including retirement, trust, estate, and brokerage solutions — supported by in-house research, digital tools, and broad institutional resources. Clients work with Merrill financial advisors to pursue long-term goals across every stage of life and career. The firm emphasizes an integrated offering that combines advisory expertise with Bank of America’s banking and custody capabilities.
About Lopez & Associates
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Lopez & Associates.
Salary
$25k – $44k
per year