Wealth Management Client Associate
Merrill Lynch
About this role
This role provides client service support to multiple Financial Advisors at Merrill Wealth Management, focusing on client engagement, operational excellence, and supporting banking and investment solutions. The position involves acting as the main contact for clients, ensuring accurate and timely service, and maintaining strong client relationships.
Skills
Qualifications
About Merrill Lynch
ml.comIndustries
Finance
Merrill 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.
Recent company news
Bank of AmericaMerrill and Bank of America Private Bank Launch New Alternative Investments Program to Ultra-High-Net-Worth Clients
Sep 4, 2025
Barron'sMerrill Has Mostly Dropped ‘Lynch’ From Its Corporate Brand. But Not Everywhere.
Dec 17, 2025
InvestmentNews$129B Merrill breakaway team launches with Dynasty as wirehouse files lawsuit
Sep 24, 2025
Wealth ManagementMerrill Lynch Sues Dynasty Over $129B RIA Exodus
Sep 24, 2025
AdvisorHub2026 COMP: Merrill Lynch Doubles ‘Small Household’ Threshold to $500K
Sep 25, 2025
About Merrill Lynch
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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Merrill Lynch.
Salary
$25k – $44k
per year
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