Wealth Management Client Associate - Advisor Support

Bank of America; Village of Lynbrook (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors by delivering exceptional client service, education on banking and investment offerings, and proactive relationship management. The role emphasizes adherence to policies, risk management, and collaboration with advisory teams.

Ideal candidates will hold FINRA SIE, Series 7, and Series 66 (63/65 accepted) licenses, with strong communication skills and the ability to adapt to a

Qualifications

• FINRA Securities Industry Essentials (SIE) license is required or must be obtained within the specified timeframe if hired into a registered role.
• Series 7 license is required or must be obtained within the specified timeframe if hired into a registered role.
• Series 66 (63 and 65 accepted in lieu of 66) license is required or must be obtained within the specified timeframe if hired into a registered role.

Responsibilities

• Provides excellent client service to clients through education on the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all requests.
• Supports alignment with bank policies and procedures to enable operational excellence and risk management.
• Identifies, deepens, and maintains client relationships by promoting bank offerings and integrating services with FAs.
• Supports day-to-day team activities and covers roles during absences or seasonal needs; maintains a client-first mindset.

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 Word

Microsoft Excel

Microsoft PowerPoint

Job description

Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors by delivering exceptional client service, education on banking and investment offerings, and proactive relationship management. The role emphasizes adherence to policies, risk management, and collaboration with advisory teams.

Ideal candidates will hold FINRA SIE, Series 7, and Series 66 (63/65 accepted) licenses, with strong communication skills and the ability to adapt to a