Wealth Management Client Associate - Client-Centric Support

Bank of America; Summit (NJ); On-site; USD 36,000 - 62,000; Full time

Benefits offered by this job

Discretionary incentive

Benefits eligible

Job summary

Bank of America Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors in Summit, NJ. You will educate clients on bank offerings, ensure timely materials, and help develop customized wealth strategies while maintaining a client-first mindset.

The role emphasizes collaboration, risk awareness, and on-site engagement with the wealth management team, offering growth opportunities and comprehensive benefits.

Qualifications

• FINRA SIE, Series 7, and Series 66 required (63/65 accepted in lieu).
• Strong investment product knowledge.
• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Client-centric mindset, acts in best interest of the client.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service by educating clients on the bank’s offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence and risk management.
• Deepens client relationships by promoting banking offerings and communicating outputs to the FA.
• Supports day-to-day team activities and covers roles as needed with a client-first mindset.
• Supports advisors by conducting investment research and preparing recommendations.
• Gather and evaluate financial data, market trends, and economic information to develop wealth strategies.
• Assist with client reporting, portfolio monitoring, and ensuring investment solutions align with objectives.

Skills

FINRA SIE

Series 7

Series 66

Client-centric mindset

Microsoft Word

Excel

PowerPoint

Salesforce

Adaptability to new information/tech

Education

High School Diploma / GED

Bachelor’s Degree or equivalent

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors in Summit, NJ. You will educate clients on bank offerings, ensure timely materials, and help develop customized wealth strategies while maintaining a client-first mindset.

The role emphasizes collaboration, risk awareness, and on-site engagement with the wealth management team, offering growth opportunities and comprehensive benefits.