Wealth Management Client Associate: Advisor Support

Bank of America

Boulder (CO)

In loco

USD 45.000 - 65.000

Tempo pieno

3 giorni fa

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Descrizione del lavoro

Merrill Wealth Management in the United States is seeking a Service Associate to provide client service support to Financial Advisors and their clients. You will address service needs, educate clients on banking and investment offerings, and help deliver tailored solutions.

This role requires attention to detail, a client-first mindset, and the ability to adapt to new technology. The position offers full-time hours (1st shift) and on-site work with potential flex where appropriate.

Competenze

Strong work ethic with a results focus.
Client-centric mindset in daily activities.
Ability to learn and adapt to new information and technology platforms.
Bachelor’s degree not required; high school diploma or GED accepted.

Mansioni

Provides excellent client service to clients via educating them on banking and investment offerings.
Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
Supports alignment with bank policies to back operational excellence and risk management.
Identifies and maintains client relationships, promoting banking solutions to Financial Advisors.
Covers team roles during absences or seasonal increases with a client-first mindset.