Wealth Management Client Associate — Client-First Support

Bank of America; Town of Chesterfield (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking a dedicated client service professional to support Merrill Wealth Management by assisting Financial Advisors and clients with service needs and materials. You will educate clients on the bank's offerings and ensure timely, accurate delivery of documents.

The role emphasizes client advocacy, risk-aware operations, and collaboration with the FA team to tailor solutions based on client needs in a fast-paced environment.

Qualifications

• Client-centric mindset with a strong work ethic focused on results.
• Ability to learn and adapt to new information and technology platforms.
• Desire to pursue FINRA SIE, Series 7, and/or Series 66 (63/65 accepted).
• Knowledge of investment products and experience delivering quality client service is a plus.
• Comfortable in a fast-paced environment with evolving responsibilities.
• Clear verbal and written communication skills.

Responsibilities

• Provides excellent Client Service to the bank's clients by educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices align with bank policies to support operational excellence, protect clients, and manage risk
• Identifies, deepens, and maintains client relationships by highlighting bank offerings and promoting incorporation of banking into daily practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including coverage during absences or seasonal peaks, while leading 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 / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a dedicated client service professional to support Merrill Wealth Management by assisting Financial Advisors and clients with service needs and materials. You will educate clients on the bank's offerings and ensure timely, accurate delivery of documents.

The role emphasizes client advocacy, risk-aware operations, and collaboration with the FA team to tailor solutions based on client needs in a fast-paced environment.