Wealth Management Client Associate: Client Services Pro

Bank of America; Manasquan (NJ); On-site; USD 34,440 - 61,992; Full time

Benefits offered by this job

Paid time off

Industry-leading benefits

Job summary

Bank of America Merrill Wealth Management seeks a client service professional to support Financial Advisors, delivering personalized banking solutions and maintaining strong client relationships. The role emphasizes timely, accurate client materials and proactive service within an in-office setting in New Jersey, including Manasquan offices.

Required licenses (SIE, Series 7, Series 66) or equivalent, a client-centric mindset, and proficiency with Word/Excel/PowerPoint/Salesforce enable success.

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66) or must obtain within specified timeframe
• Advanced knowledge of investment products and wealth management services
• Client-centric mindset with strong work ethic and results focus
• Ability to learn and adapt to new information and technology platforms

Responsibilities

• Provide excellent client service to bank clients and educate on banking offerings
• Ensure timeliness and accuracy in client materials; follow up on requests
• Align practices with bank policies to support operational excellence and risk management
• Deepen client relationships and communicate outputs to Financial Advisors
• Cover team roles during absences or peak periods with a client-first approach

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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management seeks a client service professional to support Financial Advisors, delivering personalized banking solutions and maintaining strong client relationships. The role emphasizes timely, accurate client materials and proactive service within an in-office setting in New Jersey, including Manasquan offices.

Required licenses (SIE, Series 7, Series 66) or equivalent, a client-centric mindset, and proficiency with Word/Excel/PowerPoint/Salesforce enable success.