Wealth Management Client Associate — Client Services

Bank of America Corporation; Boca Raton (FL); In loco; USD 55.000 - 85.000; Tempo pieno

Descrizione del lavoro

Bank of America Corporation's Merrill Wealth Management in the United States is seeking a Registered Wealth Management Client Associate to provide dedicated operational and sales support to Financial Advisors, serving as the primary contact for established clients. You will educate clients on bank offerings, ensure accuracy of materials, manage risk, and deepen relationships while collaborating with the FA.

Requires FINRA SIE, Series 7, and Series 66; strong client focus and adaptability.

Competenze

• FINRA SIE, Series 7, and Series 66 (63/65 accepted) certifications are required.
• Strong knowledge of investment products and industry practices.
• Self-motivated, driven, and results-oriented with a client-centric mindset.
• Ability to learn and adapt to new information and technology platforms.

Mansioni

• Provide excellent client service and educate clients on banking offerings.
• Ensure timeliness and accuracy in client materials and follow up on requests.
• Align practices with bank policies to support risk management and operational excellence.
• Identify, deepen, and maintain client relationships with a client-first approach.
• Support day-to-day team activities and cover roles as needed, staying proactive.

Conoscenze

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Formazione

High School Diploma

Strumenti

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Descrizione del lavoro

Bank of America Corporation's Merrill Wealth Management in the United States is seeking a Registered Wealth Management Client Associate to provide dedicated operational and sales support to Financial Advisors, serving as the primary contact for established clients. You will educate clients on bank offerings, ensure accuracy of materials, manage risk, and deepen relationships while collaborating with the FA.

Requires FINRA SIE, Series 7, and Series 66; strong client focus and adaptability.