Private Wealth Client Associate — Client-Focused Support

Bank of America

Florida

On-site

USD 55,000 - 85,000

Full time

3 days ago

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Job summary

Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors and their clients with timely, accurate service, educating them on the bank’s investment offerings and wealth management services, and consistently delivering a high‑touch client experience.

You will collaborate with the advisory teams to deepen relationships, address client needs, ensure compliance with policies, manage risk, and advocate for solutions that help clients pursue their

Qualifications

FINRA SIE, Series 7, and Series 66 (63/65 accepted) required.
Strong knowledge of investment products and client-centric mindset.
Ability to learn and adapt to new information and technology.
Experience delivering excellent client service.

Responsibilities

Provide client service support to Financial Advisors.
Address service needs of clients and participate in enterprise objectives.
Promote bank offerings and maintain client relationships.
Ensure compliance with bank policies and risk management.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

You will collaborate with the advisory teams to deepen relationships, address client needs, ensure compliance with policies, manage risk, and advocate for solutions that help clients pursue their

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