Wealth Management Client Services Associate

Bank of America Corporation; Royal Borough of Greenwich; On-site; GBP 26,000 - 46,000; Full time

Benefits offered by this job

Discretionary incentive plan

Benefits eligible

On-site work in Greenwich

Job summary

Bank of America Merrill Wealth Management in Greenwich, CT is seeking a client services professional to support Financial Advisors with service delivery, paperwork, and risk management. This role emphasizes a client-centric approach and collaboration within a busy team.

You will deepen client relationships, promote bank offerings, and coordinate with the FA team; licenses are required or to be obtained. Strong communications and MS Office/Salesforce skills are essential.

Qualifications

• FINRA SIE, Series 7, Series 66 licenses (or 63/65) must be obtained if not held at hire.
• Advanced knowledge of investment products and client servicing.
• Client-centric mindset with strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms.
• Strong verbal and written communication skills.

Responsibilities

• Provides excellent client service to bank clients and educates on services.
• Ensures timeliness, accuracy, and completeness in client materials and requests.
• Ensures alignment with policies to support risk management and operational excellence.
• Deepens client relationships and communicates outputs to Financial Advisor.
• Supports day-to-day team activities and coverage during absences.

Skills

FINRA SIE

Series 7

Series 66 (63/65 accepted)

Client service mindset

Learning aptitude

Technology familiarity

Microsoft Word

Microsoft Excel

Salesforce

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management in Greenwich, CT is seeking a client services professional to support Financial Advisors with service delivery, paperwork, and risk management. This role emphasizes a client-centric approach and collaboration within a busy team.

You will deepen client relationships, promote bank offerings, and coordinate with the FA team; licenses are required or to be obtained. Strong communications and MS Office/Salesforce skills are essential.