Wealth Management Client Associate - Client Services

Bank of America Corporation; Bridgewater Township (NJ); Presencial; USD 34 000 - 62 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Benefits eligible

Resumo da oferta

Bank of America Corporation's Merrill Wealth Management team in Bridgewater, NJ is seeking a Client Service Associate to support Financial Advisors with client service, licensing compliance, and proactive problem resolution.

You will be the primary contact for clients, help educate on bank services, and collaborate across teams to deliver tailored banking and investment solutions while maintaining risk controls and policy alignment.

Qualificações

• Holds FINRA SIE, Series 7, and Series 66 licenses (63/65 accepted in lieu of 66).
• Strong knowledge of investment products and markets.
• Client-centric mindset with a focus on results.
• Willingness to obtain licenses if hired into a registered role.

Responsabilidades

• Provide excellent client service to clients and educate them on bank services.
• Ensure timeliness and accuracy of client materials; follow up on requests.
• Align practices with bank policies to support operational excellence and risk management.
• Deepen client relationships by promoting bank offerings and coordinating with Financial Advisors.
• Assist day-to-day team activities and cover roles during absences or peak periods.

Conhecimentos

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

Formação académica

High School Diploma / GED / Secondary School or equivalent

Ferramentas

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Descrição da oferta de emprego

Bank of America Corporation's Merrill Wealth Management team in Bridgewater, NJ is seeking a Client Service Associate to support Financial Advisors with client service, licensing compliance, and proactive problem resolution.

You will be the primary contact for clients, help educate on bank services, and collaborate across teams to deliver tailored banking and investment solutions while maintaining risk controls and policy alignment.