Wealth Management Client Associate: Advisor Support

Bank of America; Utah; On-site; USD 52,000 - 88,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America, Summit, NJ, is seeking a Client Service Associate to support Merrill Wealth Management advisors and their clients. You will educate clients on services, assist with client requests, and help maintain risk controls and compliance.

The role requires FINRA SIE, Series 7 and Series 66 (63/65 accepted). Strong communication, data management, and proficiency with MS Office and Salesforce are preferred. 37.5 hours/week; benefits eligible.

Qualifications

• SIE, Series 7, and Series 66 required (63/65 accepted in lieu).
• Strong client-service mindset with ability to learn new technology.
• Proficient in Microsoft Office and Salesforce; excellent communication.

Responsibilities

• Provide outstanding client service to Merrill Wealth Management clients.
• Educate clients on bank services and product offerings.
• Support advisors with research, portfolio monitoring, and client reporting.
• Ensure alignment with bank policies and risk controls.

Skills

Account Management

Client Management

Salesforce

MS Office

Education

High School Diploma

Tools

Salesforce

MS Office

Job description

Bank of America, Summit, NJ, is seeking a Client Service Associate to support Merrill Wealth Management advisors and their clients. You will educate clients on services, assist with client requests, and help maintain risk controls and compliance.

The role requires FINRA SIE, Series 7 and Series 66 (63/65 accepted). Strong communication, data management, and proficiency with MS Office and Salesforce are preferred. 37.5 hours/week; benefits eligible.