Wealth Management Client Associate - Client-Centric Banker

Bank of America; Wellesley (MA); On-site; USD 34,000 - 62,000; Full time

Job summary

Bank of America - Merrill Wealth Management seeks a client service specialist to support multiple Financial Advisors. You will address service needs, educate clients on offerings, and ensure timely, accurate client materials while managing risk in a fast-paced environment.

You will be expected to obtain FINRA SIE, Series 7, and Series 66 licenses if not already held. On-site in Massachusetts, with competitive hourly pay and benefits, you will contribute to client success and trust.

Qualifications

• Needs to manage client relationships and educate clients on banking services.
• Strong knowledge of investment products and client-centric mindset.
• Ability to learn new information and adapt to technology platforms.

Responsibilities

• Provides excellent client service to clients by educating them on bank services.
• Ensures timeliness and accuracy of client materials and follows up on requests.
• Aligns practices with bank policies to support risk management and operations.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Tools

Salesforce

Job description

Bank of America - Merrill Wealth Management seeks a client service specialist to support multiple Financial Advisors. You will address service needs, educate clients on offerings, and ensure timely, accurate client materials while managing risk in a fast-paced environment.

You will be expected to obtain FINRA SIE, Series 7, and Series 66 licenses if not already held. On-site in Massachusetts, with competitive hourly pay and benefits, you will contribute to client success and trust.