Wealth Management Client Associate - Client Services

Bank of America; Chicago (IL); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Merrill Wealth Management in Chicago is seeking a client service associate to support Financial Advisors by delivering exceptional client service, education on offerings, and timely processing of requests. The role emphasizes risk-aware, policy-aligned operations within a dynamic wealth management team.

Applicants should hold or be able to obtain FINRA licenses and demonstrate a client-centric, results-driven mindset, with proficiency in MS Office and Salesforce.

Qualifications

• High school diploma or GED required.
• FINRA SIE, Series 7, and Series 66 licenses or ability to obtain within specified timeframe.
• Strong knowledge of investment products.
• Client-centric mindset with focus on results.

Responsibilities

• Provide excellent Client Service to educate clients on the bank's offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on requests.
• Align practices with the bank's policies to support operational excellence and manage risk.
• Identify and deepen client relationships by promoting banking offerings and communicating outputs to the FA.
• Support day-to-day team activities and cover roles during absences with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Written Communications

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Merrill Wealth Management in Chicago is seeking a client service associate to support Financial Advisors by delivering exceptional client service, education on offerings, and timely processing of requests. The role emphasizes risk-aware, policy-aligned operations within a dynamic wealth management team.

Applicants should hold or be able to obtain FINRA licenses and demonstrate a client-centric, results-driven mindset, with proficiency in MS Office and Salesforce.