Private Wealth Client Associate – Wealth Management

Bank of America; Charlotte (NC); On-site; USD 40,000 - 55,000; Full time

Job summary

Bank of America is seeking a Client Service Support representative for its Merrill Wealth Management division in Charlotte, NC. This role involves providing exceptional client service and support to Financial Advisors, ensuring operational excellence and client advocacy.

Ideal candidates will demonstrate strong ownership and collaboration abilities, have a client-centric mindset, and a background in financial services. The position offers a full-time commitment with opportunities for professional growth within a supportive team environment.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66.
• Possesses advanced industry knowledge and understanding of investment products.
• Is an enthusiastic self-starter focused on results.
• Demonstrates a client-centric mindset.
• Ability to learn and adapt to new information and technology.

Responsibilities

• Provides excellent Client Service to the bank's clients.
• Ensures timeliness, accuracy, and completeness in client materials.
• Identifies and maintains client relationships.
• Supports day-to-day team activities.
• Addresses all service needs of clients.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Pipeline Management

Emotional Intelligence

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is seeking a Client Service Support representative for its Merrill Wealth Management division in Charlotte, NC. This role involves providing exceptional client service and support to Financial Advisors, ensuring operational excellence and client advocacy.

Ideal candidates will demonstrate strong ownership and collaboration abilities, have a client-centric mindset, and a background in financial services. The position offers a full-time commitment with opportunities for professional growth within a supportive team environment.