Wealth Management Client Advocate

Bank of America Corporation; Charlotte (NC); In loco; USD 55.000 - 75.000; Tempo pieno

Descrizione del lavoro

Bank of America Corporation’s Merrill Wealth Management team in Charlotte, NC is seeking a Registered Client Associate to support Financial Advisors and deliver exceptional client service. You will help manage client relationships, coordinate investment and banking solutions, and ensure accurate, timely client materials.

Join a collaborative, in-office culture with opportunities for growth, ongoing training, and a commitment to integrity and client-centric service across wealth management and

Competenze

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

Mansioni

• Provides excellent Client Service to the bank's clients through educating them on all bank offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests from clients and Financial Advisors (FA)
• Ensures practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk
• Identifies and deepens client relationships by promoting banking solutions and communicating outputs to the FA
• Supports day-to-day team activities and coverage during absences or seasonal needs with a client-first mindset

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

Bachelor's Degree

High School Diploma / GED

Strumenti

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Descrizione del lavoro

Bank of America Corporation’s Merrill Wealth Management team in Charlotte, NC is seeking a Registered Client Associate to support Financial Advisors and deliver exceptional client service. You will help manage client relationships, coordinate investment and banking solutions, and ensure accurate, timely client materials.

Join a collaborative, in-office culture with opportunities for growth, ongoing training, and a commitment to integrity and client-centric service across wealth management and