Private Wealth Client Associate - Client Services

Bank of America; New York (NY); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Onsite work when required

Collaborative team culture

Job summary

Bank of America’s Merrill Wealth Management division seeks a client service professional to support multiple Financial Advisors, educate clients on banking and investment offerings, and ensure timely, accurate client materials. The role emphasizes risk-aware, client-centric service and collaboration with the FA team.

The position requires FINRA licenses (SIE, Series 7, Series 66) and a proactive, detail-oriented mindset in a fast-paced, onsite office environment.

Qualifications

• FINRA licenses required: SIE, Series 7, and Series 66; 63/65 accepted in lieu of 66.
• Client-centric mindset with strong ethics and results focus.
• Ability to learn new information and adapt to platforms.
• Experience delivering complex banking and investment solutions.

Responsibilities

• Provide client service support to multiple Financial Advisors.
• Educate clients on the bank's service and product offerings.
• Ensure timeliness and accuracy in client materials and requests.
• Maintain risk controls and align practices with bank policies.
• Develop client relationships and support day-to-day team needs.

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

Tools

Salesforce

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management division seeks a client service professional to support multiple Financial Advisors, educate clients on banking and investment offerings, and ensure timely, accurate client materials. The role emphasizes risk-aware, client-centric service and collaboration with the FA team.

The position requires FINRA licenses (SIE, Series 7, Series 66) and a proactive, detail-oriented mindset in a fast-paced, onsite office environment.