Wealth Management Client Associate — Client-Centric Support

Bank of America; Toms River (NJ); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Job summary

Bank of America’s Merrill Wealth Management group is seeking a service-focused professional to support Financial Advisors and their clients. You will educate clients on bank products, maintain accurate materials, and help manage risk while deepening client relationships.

The role requires FINRA SIE, Series 7, and Series 66 licenses (with 63/65 accepted). A client-centric mindset and strong communication skills are essential for success in a fast-paced environment.

Qualifications

• This role requires FINRA SIE, Series 7, and Series 66 (63/65 accepted) licenses, which must be obtained if not currently held.
• Strong knowledge of investment products and a client-centric mindset.
• Self-motivated, results-driven, and able to learn and adapt to new platforms.

Responsibilities

• Provide excellent client service to Merrill Wealth Management clients through education on banking and investment offerings.
• Ensure timeliness and accuracy of client materials; respond to requests from clients and Financial Advisors.
• Support adherence to bank policies and risk management; deepen relationships with clients and promote banking solutions.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Written Communications

Emotional Intelligence

Education

High School Diploma or Equivalent

Tools

Salesforce

Microsoft Office

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management group is seeking a service-focused professional to support Financial Advisors and their clients. You will educate clients on bank products, maintain accurate materials, and help manage risk while deepening client relationships.

The role requires FINRA SIE, Series 7, and Series 66 licenses (with 63/65 accepted). A client-centric mindset and strong communication skills are essential for success in a fast-paced environment.