Wealth Management Client Advocate

Bank of America; Winter Park (FL); Presencial; USD 50 000 - 75 000; Tempo integral

Resumo da oferta

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to provide dedicated service to Financial Advisors and their clients, helping tailor solutions and coordinate materials to meet regulatory and client needs.

The role emphasizes licenses (SIE, Series 7, Series 66), a client-centric mindset, and the ability to learn new technology platforms, with a collaborative in-office culture and growth opportunities within the Wealth Management team.

Qualificações

• Requires FINRA SIE, Series 7, and Series 66 licenses.
• If not held, these licenses must be obtained within a specified timeframe.
• Strong investment product knowledge.
• Client-centric mindset with focus on results.
• Ability to learn and adapt to technology platforms.
• Excellent verbal and written communication skills.

Responsabilidades

• Provides exceptional client service to Merrill clients through educating them on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports alignment with bank policies and procedures to protect clients and manage risk.
• Identifies, deepens, and maintains client relationships by promoting banking solutions.
• Supports day-to-day team activities and covers roles during absences or peak periods.

Conhecimentos

Client relationships

Attention to detail

Self-motivated

Strong work ethic

Adaptability

Verbal and written communication

Formação académica

FINRA SIE

Series 7

Series 66 (63/65 accepted)

Ferramentas

Salesforce

Microsoft Excel

Microsoft Word

PowerPoint

Descrição da oferta de emprego

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to provide dedicated service to Financial Advisors and their clients, helping tailor solutions and coordinate materials to meet regulatory and client needs.

The role emphasizes licenses (SIE, Series 7, Series 66), a client-centric mindset, and the ability to learn new technology platforms, with a collaborative in-office culture and growth opportunities within the Wealth Management team.