Wealth Management Client Associate — Client-Centric Support

Bank of America; Red Bank (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America MerrilL Wealth Management seeks a client service professional to support Financial Advisors with day-to-day service needs and tailored banking solutions. You will educate clients on offerings, ensure accurate materials, and maintain compliant processes while promoting client-first outcomes.

Ideal candidates hold FINRA SIE, Series 7, and Series 66 (or 63/65) with a strong investment product knowledge, and a proven track record in fast-paced client service roles.

Qualifications

• FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66) required or must be obtained within a specified timeframe.
• Advanced knowledge of investment products and a client-centric mindset.
• Highly motivated self-starter with a strong work ethic and results focus.
• Proven ability to learn and adapt to new information and technology platforms.
• Experience delivering an excellent client experience in a fast-paced environment.

Responsibilities

• Provide excellent client service to bank clients by educating them on offerings.
• Ensure timely, accurate materials and follow up on client and FA requests.
• Align practices with bank policies to support risk management and operational excellence.
• Identify and deepen client relationships, promoting banking solutions to FAs.
• Support day-to-day team activities and cover roles during absences with 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

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America MerrilL Wealth Management seeks a client service professional to support Financial Advisors with day-to-day service needs and tailored banking solutions. You will educate clients on offerings, ensure accurate materials, and maintain compliant processes while promoting client-first outcomes.

Ideal candidates hold FINRA SIE, Series 7, and Series 66 (or 63/65) with a strong investment product knowledge, and a proven track record in fast-paced client service roles.