Wealth Management Client Associate — Client Services

Bank of America; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, seeks a client service professional in New York to support multiple Financial Advisors and advocate for clients within the FA’s business. This role emphasizes service excellence, policy alignment, and effective collaboration within a fast-paced environment.

The ideal candidate holds FINRA SIE, Series 7, and Series 66 (63/65 accepted), with investment product knowledge, strong communication, and comfort using Salesforce and MS Office tools.

Qualifications

• FINRA SIE, Series 7, and Series 66 (63/65 accepted) are required.
• Strong knowledge of investment products and client service experience.
• Self-starter with a strong work ethic and results focus.
• Client-centric mindset and ability to adapt to technology platforms.
• Proficiency with MS Word, Excel, PowerPoint, and Salesforce.

Responsibilities

• Provides excellent client service to clients by educating them on all bank services.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Ensures alignment with bank policies to support excellence and manage risk.
• Identifies and deepens client relationships, communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences.

Skills

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

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Salesforce

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Merrill Wealth Management, part of Bank of America, seeks a client service professional in New York to support multiple Financial Advisors and advocate for clients within the FA’s business. This role emphasizes service excellence, policy alignment, and effective collaboration within a fast-paced environment.

The ideal candidate holds FINRA SIE, Series 7, and Series 66 (63/65 accepted), with investment product knowledge, strong communication, and comfort using Salesforce and MS Office tools.