Wealth Management Client Associate — Client Service Pro

Bank of America

Lexington (KY)

On-site

USD 42,000 - 60,000

Full time

9 days ago

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Job summary

Bank of America, Merrill Wealth Management is seeking a Client Service Associate to provide service support to Financial Advisors and clients. The role emphasizes serving as the primary point of contact, facilitating enterprise objectives, and aligning with policies to protect clients and ensure operational excellence.

Qualified candidates hold SIE and Series 7 and 66 (63/65 accepted), with strong investment product knowledge and advanced computer skills.

Qualifications

Currently holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66)
Strong knowledge of investment products
Client-centric mindset with strong work ethic
Ability to learn and adapt to new information and technology platforms
Experience handling client needs and delivering complex solutions
Proficient in MS Office and Salesforce

Responsibilities

Provides excellent client service to clients by educating them on the bank's services and offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests
Ensures practices align with bank policies to support operational excellence, protect clients, and manage risk
Identifies and deepens client relationships by promoting banking offerings and communicating outputs to the FA
Supports day-to-day team activities, stepping in during absences or peak periods with a client-first mindset