Wealth Management Client Associate | Advisor Support

Bank of America; Town of Greenwich (NY); On-site; USD 36,000 - 62,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive eligibility

Annual discretionary bonus

Job summary

Bank of America’s Merrill Wealth Management division seeks a Client Associate to provide dedicated client service support to Financial Advisors, tailoring wealth solutions and integrating banking services.

This full-time, on-site role in Greenwich, CT requires FINRA SIE, Series 7, and Series 66 (63/65 accepted), a client-centric mindset, and strong Office and Salesforce skills. Competitive hourly pay and discretionary incentives are offered.

Qualifications

• Requires FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu)
• Strong investment product knowledge and client-centric mindset
• Able to learn and adapt to new information and platforms

Responsibilities

• Provide excellent client service to clients through educating them on banking and service offerings
• Ensure timeliness and accuracy in client materials; follow up on requests
• Support adherence to bank policies to protect clients and manage risk
• Identify and deepen client relationships; promote banking solutions within FA’s guidance
• Cover team roles during absences or seasonal needs with a client-first approach

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Tools

Salesforce

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management division seeks a Client Associate to provide dedicated client service support to Financial Advisors, tailoring wealth solutions and integrating banking services.

This full-time, on-site role in Greenwich, CT requires FINRA SIE, Series 7, and Series 66 (63/65 accepted), a client-centric mindset, and strong Office and Salesforce skills. Competitive hourly pay and discretionary incentives are offered.