Wealth Management Client Associate: Elevate Experience

Talentify; Saskatchewan; On-site; CAD 55,000 - 75,000; Full time

Job summary

Bank of America Merrill Wealth Management seeks a Registered Wealth Management Client Associate in a sales-support capacity. You will serve multiple Financial Advisors, onboarding and maintaining client relationships while coordinating with cross-line partners.

Fully registered licenses are required and privacy is paramount. Ideal candidates have Series 7 and 66 (or 63/65), 2+ years post‑secondary education or 4+ years’ experience, and a strong client-service mindset with excellent communication

Qualifications

• Candidates must hold Series 7 and 66 or 63/65.
• 2+ years post high school education and/or 4+ years of professional experience; undergraduate degree a plus.
• Foundational knowledge of investment and banking products.
• Energetic, self-motivated, coachable and flexible in thought.
• Detail oriented with strong client service focus.

Responsibilities

• Work with highly affluent clients.
• Lead end-to-end onboarding and maintenance for new and existing clients.
• Provide products and services coordinating with cross line of business partners.
• Tackle complex problems and manage client servicing requests and account maintenance.
• Lead our clients' digital experience with the firm and protect privacy and security.
• Find opportunities to innovate daily.

Skills

Series 7 license

Series 66 license

Series 63/65 license

Client-focused

Effective communication

Detail oriented

Fast-paced environment

Discretion with sensitive information

Team collaboration

Microsoft Word, Excel, PowerPoint

Education

Post-secondary education

Undergraduate degree a plus

Tools

Salesforce

Job description

Bank of America Merrill Wealth Management seeks a Registered Wealth Management Client Associate in a sales-support capacity. You will serve multiple Financial Advisors, onboarding and maintaining client relationships while coordinating with cross-line partners.

Fully registered licenses are required and privacy is paramount. Ideal candidates have Series 7 and 66 (or 63/65), 2+ years post‑secondary education or 4+ years’ experience, and a strong client-service mindset with excellent communication