Wealth Management Client Advisor

Bank of America; Saint Petersburg (FL); On-site; USD 40,000 - 70,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support multiple Financial Advisors and deliver personalized service to clients. You will educate clients on wealth and banking offerings and help the team achieve enterprise objectives while maintaining strong risk controls.

As the main contact for client needs, you will assist with daily team activities, deepen client relationships, and uphold a client-first mindset in a collaborative in-office

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.
• Currently holds or is pursuing FINRA SIE, Series 7, and/or Series 66 (63/65 accepted).
• Possesses industry knowledge and understanding of investment products.
• Experience working with clients, delivering complex solutions and a strong client experience.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests.
• Supports risk management by aligning practices with bank policies and procedures.
• Identifies and deepens client relationships by promoting bank offerings within day-to-day activities.
• Supports day-to-day team activities and covers roles during absences with a client-first mindset.

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 / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support multiple Financial Advisors and deliver personalized service to clients. You will educate clients on wealth and banking offerings and help the team achieve enterprise objectives while maintaining strong risk controls.

As the main contact for client needs, you will assist with daily team activities, deepen client relationships, and uphold a client-first mindset in a collaborative in-office