Wealth Management Client Associate — Client Services

Bank of America; Yardley (WA); Hybride; USD 40 000 - 70 000; Plein temps

Résumé du poste

Bank of America’s Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors by delivering proactive client service, coordinating materials, and ensuring adherence to policies.

The role emphasizes client-first mindset, collaboration, and familiarity with investment products, MS Word/Excel/PowerPoint and Salesforce; requires SIE, Series 7 and Series 66 (or 63/65) and a High School diploma; in-office culture with potential onsite requirement.

Qualifications

• Currently holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66).
• Strong knowledge of investment products and client-centric mindset.
• Demonstrates motivation, integrity, and results-driven attitude.

Responsabilités

• Provides excellent client service to the bank's clients through educating them on services.
• Ensures timely, accurate client materials and follows up on requests from clients and Financial Advisors.
• Ensures practices align with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships by promoting banking offerings with the FA.
• Supports day-to-day team activities and covers roles as needed with a client-first mindset.

Connaissances

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline Management

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Formation

High School Diploma / GED / Secondary School or equivalent

Outils

Microsoft Word

Excel

PowerPoint

Salesforce

Description du poste

Bank of America’s Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors by delivering proactive client service, coordinating materials, and ensuring adherence to policies.

The role emphasizes client-first mindset, collaboration, and familiarity with investment products, MS Word/Excel/PowerPoint and Salesforce; requires SIE, Series 7 and Series 66 (or 63/65) and a High School diploma; in-office culture with potential onsite requirement.