Wealth Management Client Associate: Client Services

Bank of America; Alabama; On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America is seeking a Registered Wealth Management Client Associate to support Financial Advisors in providing personalized service and solutions. This role emphasizes client advocacy, collaboration, and delivering a superior client experience within Merrill Wealth Management.

The position focuses on education of clients about offerings, maintaining accurate materials, and aligning practices with bank policies to manage risk. In-office culture and on-site collaboration are emphasized.

Qualifications

• FINRA SIE, Series 7, and Series 66 licenses required or must be obtained within a set timeframe.
• Strong understanding of investment products and wealth management concepts.
• Client-centric mindset with a results-driven attitude.
• Ability to learn new information and adapt to technology platforms.

Responsibilities

• Provide client service support to Financial Advisors and address client needs.
• Educate clients on bank services and offerings to deepen relationships.
• Ensure accuracy and timeliness of client materials and requests.
• Support risk management and adherence to bank policies in daily activities.

Skills

Client service

Results driven

Self-starter

Strong work ethic

Education

High School Diploma / GED

FINRA SIE

Series 7

Series 66 (63/65 accepted)

Tools

Salesforce

Microsoft Office

Job description

Bank of America is seeking a Registered Wealth Management Client Associate to support Financial Advisors in providing personalized service and solutions. This role emphasizes client advocacy, collaboration, and delivering a superior client experience within Merrill Wealth Management.

The position focuses on education of clients about offerings, maintaining accurate materials, and aligning practices with bank policies to manage risk. In-office culture and on-site collaboration are emphasized.