Wealth Management Client Associate (Bilingual Spanish)

Bank of America; Coral Gables (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America is seeking a Client Service professional in Coral Gables, Florida. The role involves providing exceptional service to clients, ensuring operational excellence, and supporting Financial Advisors. Candidates should hold FINRA certifications and demonstrate strong client advocacy.

Ideal applicants will be motivated self-starters with industry knowledge and proficiency in Microsoft Office tools. Bilingual skills in Spanish are a plus, enhancing the service offered to diverse clients.

Qualifications

• Advanced industry knowledge and understanding of investment products.
• Enthusiastic, highly motivated self-starter with focus on results.
• Client-centric mindset, acting in the best interest of clients.

Responsibilities

• Provides excellent client service through education on bank offerings.
• Ensures accuracy and completeness in client materials.
• Maintains client relationships and promotes banking services.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Written Communications

Education

FINRA Securities Industry Essentials (SIE), Series 7, Series 66 or 63 and 65

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is seeking a Client Service professional in Coral Gables, Florida. The role involves providing exceptional service to clients, ensuring operational excellence, and supporting Financial Advisors. Candidates should hold FINRA certifications and demonstrate strong client advocacy.

Ideal applicants will be motivated self-starters with industry knowledge and proficiency in Microsoft Office tools. Bilingual skills in Spanish are a plus, enhancing the service offered to diverse clients.