Private Wealth Client Associate — Client-Centric Services Lead

Bank of America; New York (NY); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Annual discretionary incentive

Benefits eligible

Pay transparency

Job summary

Bank of America’s Merrill Wealth Management team seeks a client service professional to support multiple Financial Advisors. You will serve as the primary contact for client service needs, ensuring accuracy of materials and timely responses, and promoting the bank’s comprehensive wealth and banking offerings.

The role requires FINRA SIE, Series 7, and Series 66 (63/65 accepted) and familiarity with investment products. A customer-first mindset and adaptability to new technology are essential.

Qualifications

• High school diploma or equivalent required.
• FINRA SIE, Series 7, and Series 66 licenses (63/65 accepted) must be obtained if not held at hire.
• Strong knowledge of investment products and client-focused mindset.
• Proven ability to learn new information and technology platforms.

Responsibilities

• Provide client service support to Financial Advisors (FAs).
• Act as the frequent point of contact to address client service needs.
• Ensure accuracy and timeliness of client materials and requests.
• Promote bank offerings and integrate banking into client interactions.
• Support team operations and coverage during peak times.

Skills

Client management

Relationship building

Microsoft Office

Salesforce

Communication

Attention to detail

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management team seeks a client service professional to support multiple Financial Advisors. You will serve as the primary contact for client service needs, ensuring accuracy of materials and timely responses, and promoting the bank’s comprehensive wealth and banking offerings.

The role requires FINRA SIE, Series 7, and Series 66 (63/65 accepted) and familiarity with investment products. A customer-first mindset and adaptability to new technology are essential.