Wealth Management Client Associate: Advisor Support

Bank of America Corporation; Burlington (WI); In loco; USD 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

Merrill Wealth Management is a leading provider of wealth management and investment services. This role supports client service for Financial Advisors, focusing on enterprise objectives, operational excellence, and client advocacy within the FA's business.

The position emphasizes a client-first mindset, collaboration, and adaptability to role-specific needs, with a strong emphasis on in-office teamwork and professional development.

Competenze

• FINRA SIE, Series 7 and Series 66 (63/65 accepted) required.
• Knowledge of investment products and services.
• Self-motivated with a strong work ethic and results focus.
• Client-centric mindset with the ability to act in clients' best interests.
• Ability to learn and adapt to new information and technology platforms.

Mansioni

• Provides excellent client service educating clients on bank offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Ensures practices align with bank policies to support risk management.
• Identifies and deepens client relationships, communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences.

Conoscenze

FINRA SIE

Series 7

Series 66

Client Service

Relationship Building

Adaptability

Tech Proficiency

Strumenti

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Descrizione del lavoro

Merrill Wealth Management is a leading provider of wealth management and investment services. This role supports client service for Financial Advisors, focusing on enterprise objectives, operational excellence, and client advocacy within the FA's business.

The position emphasizes a client-first mindset, collaboration, and adaptability to role-specific needs, with a strong emphasis on in-office teamwork and professional development.