Wealth Management Client Associate — Client Services Leader

Bank of America; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Onsite culture

Job summary

Bank of America is seeking a Merrill Wealth Management client service professional to support multiple Financial Advisors, delivering personalized client service and educating clients on the bank's offerings.

You will ensure timely, accurate client materials and collaborate to uphold risk management and policy compliance within a fast-paced environment. Strong licenses (SIE, Series 7, Series 66) and MS Office/Salesforce skills are required.

Qualifications

• FINRA SIE, Series 7, and Series 66 required or 63/65 accepted.
• Strong knowledge of investment products and a client-centric mindset.
• Self-starter with a strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms.
• Experience serving clients and delivering complex solutions.
• Proficiency with MS Word/Excel/PowerPoint and Salesforce.

Responsibilities

• Provides excellent client service educating clients on banking 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 bank offerings.
• Covers team needs during absences or seasonal peaks with a client-first mindset.

Skills

Client service

Relationship management

Attention to detail

Learning mindset

Discretion

Verbal communication

Written communication

Salesforce proficiency

Education

FINRA SIE

Series 7

Series 66 (63/65 accepted)

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America is seeking a Merrill Wealth Management client service professional to support multiple Financial Advisors, delivering personalized client service and educating clients on the bank's offerings.

You will ensure timely, accurate client materials and collaborate to uphold risk management and policy compliance within a fast-paced environment. Strong licenses (SIE, Series 7, Series 66) and MS Office/Salesforce skills are required.