Wealth Management Client Associate: Client Services

Bank of America; Rhode Island; On-site; USD 37,000 - 58,000; Full time

Benefits offered by this job

Discretionary incentive

Benefits eligible

Industry-leading benefits

Job summary

Bank of America’s Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to support multiple Financial Advisors with client service, education on banking and investment offerings, and transaction processing. You will help deepen client relationships, ensure timely materials, and maintain compliance with bank policies while contributing to risk management.

This is a full-time, first-shift position with a competitive hourly pay range and a comprehensive benefits

Qualifications

• FINRA SIE, Series 7, 63/65 or 66 required.
• Displays advanced industry knowledge and understanding of investment products.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices.
• Supports day-to-day team activities and needs including covering roles during absence or seasonal needs, with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Tools

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to support multiple Financial Advisors with client service, education on banking and investment offerings, and transaction processing. You will help deepen client relationships, ensure timely materials, and maintain compliance with bank policies while contributing to risk management.

This is a full-time, first-shift position with a competitive hourly pay range and a comprehensive benefits