Wealth Management Client Associate - Client Services & Advisory

Bank of America; Paramus (NJ); On-site; USD 52,000 - 68,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate in Paramus, NJ. You will support Financial Advisors by delivering exceptional client service, addressing inquiries, and coordinating with product partners to tailor solutions for clients' goals.

The role emphasizes: building client relationships, maintaining accurate materials, and staying compliant with bank policies. A strong service mindset and proficiency with MS Office and Salesforce are preferred.

Qualifications

• High School Diploma or equivalent.
• FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66).
• Understanding of investment products and client-centric mindset.
• Proficiency with Microsoft Office tools and Salesforce.

Responsibilities

• Provides excellent client service to bank clients, educating them on offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests.
• Ensures practices align with bank policies to support risk management.
• Identifies, deepens, and maintains client relationships by promoting banking solutions.
• Supports day-to-day team activities and covers roles during absences with a client-first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Written Communications

Referral Identification

Education

High School Diploma

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management is seeking a Client Service Associate in Paramus, NJ. You will support Financial Advisors by delivering exceptional client service, addressing inquiries, and coordinating with product partners to tailor solutions for clients' goals.

The role emphasizes: building client relationships, maintaining accurate materials, and staying compliant with bank policies. A strong service mindset and proficiency with MS Office and Salesforce are preferred.