Wealth Management Client Associate — Client-Centric Support

Bank of America Corporation; Miami (FL); Presencial; USD 52.000 - 68.000; Jornada completa

Descripción de la vacante

Bank of America Corporation, via Merrill Wealth Management, seeks a client service professional to support multiple Financial Advisors. You will be the primary contact for clients, coordinating service delivery and tailoring solutions to each FA’s needs.

The role emphasizes accuracy, collaboration, and risk awareness, with onsite work in the United States. Proficiency with core MS Office tools and Salesforce is valuable for success.

Formación

• Demonstrates a client-centric mindset and strong work ethic.
• Ability to learn and adapt to new information and technology platforms.
• Experience handling client inquiries and supporting Financial Advisors.

Responsabilidades

• Provides excellent client service to clients through education on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Supports operational excellence, protects clients, and manages risk.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences or peak times.

Conocimientos

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

Educación

High School Diploma / GED / Secondary School or equivalent

Herramientas

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Descripción del empleo

Bank of America Corporation, via Merrill Wealth Management, seeks a client service professional to support multiple Financial Advisors. You will be the primary contact for clients, coordinating service delivery and tailoring solutions to each FA’s needs.

The role emphasizes accuracy, collaboration, and risk awareness, with onsite work in the United States. Proficiency with core MS Office tools and Salesforce is valuable for success.