Wealth Management Client Services Associate

Bank of America; Parrog; On-site; GBP 45,000 - 63,000; Full time

Job summary

Bank of America is seeking a Client Services Associate within Merrill Wealth Management to support Financial Advisors and deliver outstanding client service. The role focuses on educating clients on banking offerings and ensuring timely, accurate materials.

The position requires FINRA licenses (SIE, Series 7, Series 66 or equivalents) and a strong client-centric mindset, with a drive for results in a dynamic environment.

Qualifications

• High school diploma or GED required.
• FINRA SIE, Series 7, and Series 66 licenses are required or must be obtained within specified timeframes.
• Strong knowledge of investment products and client-centric mindset.

Responsibilities

• Provide excellent client service to bank clients and educate on offerings.
• Ensure accuracy and completeness in client materials and respond to FA requests.
• Align practices with bank policies to support risk management and operational excellence.
• Identify and deepen client relationships, communicating outputs to the FA.
• Support day-to-day team activities and cover roles during absences with a client-first mindset.

Skills

Client service

Relationship management

Communication

Attention to detail

Strong work ethic

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America is seeking a Client Services Associate within Merrill Wealth Management to support Financial Advisors and deliver outstanding client service. The role focuses on educating clients on banking offerings and ensuring timely, accurate materials.

The position requires FINRA licenses (SIE, Series 7, Series 66 or equivalents) and a strong client-centric mindset, with a drive for results in a dynamic environment.