Apply for Client Service Associate at Merrill Wealth Management in Chicago – Full-time role with growth, banking perks & trusted advisory culture in 2025.
Table of Contents
💼 Job Role & Category
Role: Client Service Associate
Category: Full-Time, Onsite (In-office with flexibility)
🏢 Why Join Merrill Wealth Management?
Merrill Wealth Management, a division of Bank of America, is one of the world’s leading providers of comprehensive wealth management and investment solutions. Serving individuals, companies, and institutions, Merrill specializes in goals-based wealth management including retirement planning, education funding, legacy building, and life goal achievement through personalized investment advice.
With a commitment to transparency, diversity, and innovation, Merrill empowers its teammates to bring their whole selves to work. The company fosters a culture-driven, resilient, and results-focused environment where diverse perspectives fuel success. Backed by the investment insights of Merrill and the banking convenience of Bank of America, employees become part of a trusted advisory ecosystem recognized globally for excellence in financial services.
📝 Job Summary
The Client Service Associate (CSA) role is a sales support position at Merrill Wealth Management. You will provide shared operational and sales support to multiple Financial Advisors (FAs) who have short-term needs. Co-located at a central site in Chicago and reporting to the Client Service Manager, CSAs serve as the most frequent point of contact for established clients, ensuring seamless service delivery and fostering trust in the Merrill Wealth Management experience.
🔧 Key Responsibilities 🔧
✅ End-to-end onboarding process – Handle systems, documentation, and follow-up for new clients
📂 New account opening and maintenance – Ensure accurate setup and ongoing account management
📞 Phone coverage for assigned advisors – Act as primary contact for client queries
🔐 IAP enrollment and maintenance – Manage Investment Advisory Program processes
🛠️ Process client servicing requests – Handle account maintenance efficiently
📱 Drive digital client engagement – Encourage and support digital adoption among clients
📊 Use Salesforce to track daily activities – Maintain accurate records and workflow management
🤝 Support office initiatives – Collaborate on team and business goals beyond individual advisor support
✅ Who Can Apply?
🎓 Education Requirements:
- Minimum: High School Diploma / GED / Secondary School or equivalent
- Desired: Undergraduate Degree
💼 Experience Level:
- 1+ years of experience in client servicing operations or the banking/financial industry
💡 Required Skills:
- Proficient in Microsoft Word and Excel
- Strong customer and client focus
- Account Management and Client Management skills
- Excellent oral communication and organizational abilities
- Detail-oriented with strong multi-tasking and time management skills
- Emotional intelligence and ability to prioritize effectively
🌐 Desired Skills:
- Knowledge of investment and banking products, policies & procedures
- Strong technological skills
- Bilingual abilities in Spanish, Mandarin Chinese, or Portuguese (highly desired)
- Ability to respond well to changing and evolving job duties
📜 Other Requirements:
- Must be at least 18 years of age
🌍 Work Location & Type
📍 Location: Chicago, Illinois
🏢 Work Type: In-office culture with specific requirements for office-based attendance; flexibility allowed based on role-specific considerations
⏰ Shift: 1st shift (United States of America)
🕒 Hours Per Week: 37.5
✈️ Travel: No
💰 Salary Insights
While the job description does not specify salary details, industry research indicates that Client Service Associates at Merrill Wealth Management in Chicago typically earn:
💵 Expected Salary Range: $45,000 – $55,000 per year for entry to mid-level professionals
📈 Performance-Based Pay: Potential bonuses and incentives based on individual and team performance
💼 Varies by Experience & Location: Candidates with 2+ years of experience or bilingual skills may command higher compensation
🎁 Perks & Benefits
Merrill Wealth Management and Bank of America are known for offering competitive benefits packages, including:
🏥 Comprehensive Health Insurance – Medical, dental, and vision coverage
💰 Performance Bonuses – Incentive programs tied to results
📚 Learning & Development Budget – Professional training and certification support
🏖️ Paid Time Off (PTO) – Generous vacation, sick leave, and holidays
💼 401(k) Retirement Plan – Company match and investment options
🎓 Tuition Reimbursement – Support for continued education
🌟 Employee Assistance Programs – Mental health and wellness resources
📝 How to Apply
📢 How to Apply for Merrill Wealth Management Recruitment 2025:
1️⃣ Click on the “Apply” button below
2️⃣ Register/Login to the official Bank of America careers portal
3️⃣ Fill in required details – Personal, educational, and professional information
4️⃣ Upload resume/documents – Ensure all files are updated and accurate
5️⃣ Review details carefully – Double-check for errors before submission
6️⃣ Submit the form – Confirmation email will be sent upon successful application
🔗 Apply Link
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❓ Frequently Asked Questions (FAQs)
1. What is the selection process for this role?
The typical selection process includes an online application review, phone screening, one or more rounds of interviews (behavioral and technical), and final offer. Background checks and reference verification are standard.
2. Does this job allow remote work?
No, this role requires in-office attendance at the Chicago location. However, Merrill does allow for an appropriate level of flexibility based on role-specific considerations.
3. What skills are most important for this role?
Strong client service orientation, proficiency in Microsoft Office, organizational skills, attention to detail, and effective communication are critical. Bilingual abilities and knowledge of financial products are highly valued.
4. Is this role open to freshers?
This position requires 1+ years of experience in client servicing operations or the banking/financial industry. Fresh graduates with relevant internships or transferable skills may be considered.
5. What is the last date to apply?
The job description does not specify an application deadline. It is recommended to apply as soon as possible, as positions may close once sufficient qualified candidates are identified.
6. Do I need any certifications for this role?
Not specified in the job description. However, certifications like Series 7, Series 63, or other financial services licenses may be beneficial for career growth.
7. What are the working hours?
This is a full-time position with 37.5 hours per week on a 1st shift schedule (typically daytime hours in the United States).
🎯 Final Thoughts
The Client Service Associate role at Merrill Wealth Management offers an excellent opportunity to grow your career in the wealth management and financial services industry. With exposure to high-net-worth clients, cutting-edge technology like Salesforce, and the backing of Bank of America’s global resources, this position is ideal for detail-oriented professionals passionate about client success.
If you have 1+ years of client servicing experience, strong organizational skills, and a desire to work in a culture-driven, results-focused environment, apply today and take the next step in your financial services career!
💼 Good luck with your application!
🚀 Start your journey with Merrill Wealth Management in 2025!