Wealth Client Services Associate

Bank of America Corporation; Florida; On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management unit seeks a Registered Client Associate to provide client service support to multiple Financial Advisors, addressing client needs and coordinating services. You will educate clients on bank offerings and ensure timely, accurate materials.

Join a collaborative team that emphasizes service, risk management, and adherence to policy while deepening client relationships and presenting tailored banking solutions in a fast-paced environment.

Qualifications

• FINRA SIE, Series 7, and Series 66 (63 and 65 accepted in lieu of 66) are required.
• Strong knowledge of investment products.
• Client-centric mindset with a focus on results.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients by educating them on all bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
• Assists with ensuring practices align with the bank's policies to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by promoting banking solutions in day-to-day practices and communicates outputs to the FA.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline Management

Written Communications

Emotional Intelligence

Education

Bachelor’s Degree

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America Corporation's Merrill Wealth Management unit seeks a Registered Client Associate to provide client service support to multiple Financial Advisors, addressing client needs and coordinating services. You will educate clients on bank offerings and ensure timely, accurate materials.

Join a collaborative team that emphasizes service, risk management, and adherence to policy while deepening client relationships and presenting tailored banking solutions in a fast-paced environment.