Wealth Management Client Associate - Client Services

Bank of America; Chesterfield (MO); On-site; USD 45,000 - 60,000; Full time

Job summary

Merrill Wealth Management, a leading division of Bank of America, is seeking a client service professional to support multiple Financial Advisors. You will help address client needs, educate clients on banking and investment services, and ensure accurate, timely materials.

Required qualifications include FINRA SIE, Series 7, and Series 66 (63/65 accepted), strong investment product knowledge, a client-centric mindset, and comfort with technology platforms.

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66) and must obtain if hired into a registered role.
• Advanced knowledge of investment products and services.
• Self-starter with strong work ethic and results focus.
• Client-centric mindset and commitment to acting in the client's best interest.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients through education on the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests from clients and Financial Advisors.
• Keeps practices aligned with bank policies to support operational excellence and manage risk.
• Identifies and deepens client relationships by promoting banking offerings and communicating outputs to the FA.
• Supports day-to-day team activities and steps in during absences with a client-first mindset.

Skills

SIE license

Series 7

Series 66

Investment knowledge

Client focus

Self-starter

Tech adaptability

Communication

Workflow management

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management, a leading division of Bank of America, is seeking a client service professional to support multiple Financial Advisors. You will help address client needs, educate clients on banking and investment services, and ensure accurate, timely materials.

Required qualifications include FINRA SIE, Series 7, and Series 66 (63/65 accepted), strong investment product knowledge, a client-centric mindset, and comfort with technology platforms.