Wealth Management Client Advisor

Bank of America; San Antonio (TX); In loco; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Bank of America Merrill Wealth Management is seeking a Client Associate to provide client service support to multiple Financial Advisors. You will help pursue enterprise objectives, maintain client relationships, and customize solutions to meet client needs, while representing the advisory team with a client-first mindset.

The role emphasizes in-office collaboration, professional growth, and compliance with bank policies as part of daily responsibilities.

Competenze

• Experience providing client service and support to financial advisory teams.
• Ability to learn and adapt to new information and technology platforms.
• Knowledge of banking and wealth management services is a plus.

Mansioni

• Provides excellent client service to bank clients and educates them on offerings.
• Supports enterprise objectives, operational excellence, and client advocacy for Financial Advisors.
• Maintains client relationships and ensures compliance with bank policies.
• Assists with day-to-day team activities and coverage during absences.

Conoscenze

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

Formazione

High School Diploma / GED / Secondary School or equivalent

Strumenti

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Descrizione del lavoro

Bank of America Merrill Wealth Management is seeking a Client Associate to provide client service support to multiple Financial Advisors. You will help pursue enterprise objectives, maintain client relationships, and customize solutions to meet client needs, while representing the advisory team with a client-first mindset.

The role emphasizes in-office collaboration, professional growth, and compliance with bank policies as part of daily responsibilities.