Wealth Management Client Associate – Client Services Pro

Bank of America; Nashville (TN); Presencial; USD 60 000 - 80 000; Tempo integral

Resumo da oferta

Merrill Wealth Management in Nashville is seeking a client service professional to support Financial Advisors, deliver exceptional service to clients, and tailor banking and investment solutions to meet individual needs.

The role requires FINRA SIE, Series 7 and 66 (or 63/65), strong communication, and proficiency with Microsoft Word, Excel, PowerPoint and Salesforce. You will learn quickly, collaborate across teams, and operate onsite with policy-based flexibility.

Qualificações

• Experience in client service within financial services preferred.
• Ability to educate clients on banking and investment services.
• Strong attention to detail and risk awareness.
• Ability to learn new technology platforms quickly.
• Able to work onsite in Nashville per policy.

Responsabilidades

• Provide timely client support to Financial Advisors.
• Prepare and organize client materials.
• Coordinate with teams to fulfill client requests.
• Maintain client relationships and identify opportunities.
• Uphold bank policies and risk controls.

Conhecimentos

Account Management

Client Management

Salesforce

Microsoft Excel

Communication

Problem Solving

Formação académica

High School Diploma / GED

Ferramentas

Salesforce

Microsoft Word

Microsoft Excel

Outlook

Descrição da oferta de emprego

Merrill Wealth Management in Nashville is seeking a client service professional to support Financial Advisors, deliver exceptional service to clients, and tailor banking and investment solutions to meet individual needs.

The role requires FINRA SIE, Series 7 and 66 (or 63/65), strong communication, and proficiency with Microsoft Word, Excel, PowerPoint and Salesforce. You will learn quickly, collaborate across teams, and operate onsite with policy-based flexibility.