Wealth Management Client Associate

Bank of America Corporation; Jacksonville (FL); Presencial; USD 45 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive benefits

Flexible work options

Resumo da oferta

Merrill Wealth Management at Bank of America is seeking a service-oriented professional to support high net-worth clients and teams. The role emphasizes accurate account handling, complex inquiries, and facilitating online access while adhering to regulatory requirements.

The candidate will hold licenses such as SIE, Series 7 and Series 63 within 240 days and may work 40 hours per week on 1st/2nd shifts, including weekends. Prior call center or banking experience is preferred.

Qualificações

• High School Diploma or equivalent required.
• FINRA SIE, Series 7 Top-Off and Series 63 licenses required or obtained within 240 days of start date.
• Willingness to work varying shifts; 40 hours per week; weekend availability may be required.

Responsabilidades

• Trades stocks, bonds, and other investment instruments for high net-worth clients and others; delivers courteous service.
• Handles escalated or complex inquiries on accounts with care, ensuring timely resolution.
• Facilitates migration to online/self-service channels to enable 24/7 account access.
• Ensures risk is managed by authenticating clients and following policies.

Conhecimentos

Account Management

Customer Focus

Issue Management

Oral Communications

Regulatory Compliance

Active Listening

Adaptability

Problem Solving

Risk Management

Attention to Detail

Business Acumen

Trading Valuation

Ethics and Practice Standards

Formação académica

High School Diploma / GED / Secondary School or equivalent

Descrição da oferta de emprego

Merrill Wealth Management at Bank of America is seeking a service-oriented professional to support high net-worth clients and teams. The role emphasizes accurate account handling, complex inquiries, and facilitating online access while adhering to regulatory requirements.

The candidate will hold licenses such as SIE, Series 7 and Series 63 within 240 days and may work 40 hours per week on 1st/2nd shifts, including weekends. Prior call center or banking experience is preferred.