Wealth Management Client Advisor

Bank of America Corporation; Virginia; On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America Corporation's Merrill Wealth Management team seeks a Client Service Associate to support multiple Financial Advisors. You will educate clients on banking and investment offerings, serve as a primary contact, and help deliver a high-quality experience aligned with enterprise objectives.

You will protect client information, follow policies, and collaborate with FA teams to deepen relationships while maintaining a client-first mindset in a fast-paced environment.

Qualifications

• Holds FINRA SIE, Series 7 and Series 66 (63/65 accepted) licenses; if not, must obtain within timeframe.
• Strong investment products knowledge and client-centric mindset.
• Self-starter with a strong work ethic and results orientation.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Written Communications

Administrative Services

Emotional Intelligence

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Corporation's Merrill Wealth Management team seeks a Client Service Associate to support multiple Financial Advisors. You will educate clients on banking and investment offerings, serve as a primary contact, and help deliver a high-quality experience aligned with enterprise objectives.

You will protect client information, follow policies, and collaborate with FA teams to deepen relationships while maintaining a client-first mindset in a fast-paced environment.