Wealth Management Client Associate: Client-Focused Support

Bank of America; Hartford (CT); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support Financial Advisors with client needs and enterprise objectives. You will ensure accurate service materials, manage inquiries, and help protect clients by adhering to bank policies while delivering a high-touch experience.

Responsibilities include educating clients on banking offerings, upgrading client relationships, and supporting day-to-day team activities with a client-first mindset; licensing

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 (63/65 accepted) or must obtain within timeframe.
• Possesses advanced knowledge of investment products and a client-centric mindset.
• Demonstrates ability to learn new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients through 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 FA requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills

Account Management

Client Management

Customer Focus

Issue Resolution

Oral Communication

Written Communication

Salesforce Knowledge

Microsoft Office

Pipeline Management

Administrative Skills

Emotional Intelligence

Referral Identification

Tools

Salesforce

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support Financial Advisors with client needs and enterprise objectives. You will ensure accurate service materials, manage inquiries, and help protect clients by adhering to bank policies while delivering a high-touch experience.

Responsibilities include educating clients on banking offerings, upgrading client relationships, and supporting day-to-day team activities with a client-first mindset; licensing