Wealth Management Client Associate

Bank of America; Cincinnati (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a client service support professional to assist multiple Financial Advisors in Cincinnati. Responsibilities include providing client service, maintaining client relationships, and ensuring compliance with bank policies. Candidates must hold necessary FINRA certifications and exhibit strong interpersonal skills. The role demands a client-centric mindset and experience in managing client needs effectively. This position upholds the bank's commitment to operational excellence and professional growth.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66.
• Possesses advanced industry knowledge and understanding of investment products.
• Is an enthusiastic, highly motivated self-starter.

Responsibilities

• Provides excellent Client Service to the bank's clients.
• Ensures timeliness, accuracy, and completeness in client materials.
• Identifies and maintains client relationships.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Written Communications

Emotional Intelligence

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

A leading financial institution is seeking a client service support professional to assist multiple Financial Advisors in Cincinnati. Responsibilities include providing client service, maintaining client relationships, and ensuring compliance with bank policies. Candidates must hold necessary FINRA certifications and exhibit strong interpersonal skills. The role demands a client-centric mindset and experience in managing client needs effectively. This position upholds the bank's commitment to operational excellence and professional growth.