Wealth Management Client Associate - Client Services Pro

Bank of America; Paramus (NJ); On-site; USD 36,000 - 62,000; Full time

Job summary

Bank of America’s Merrill Wealth Management seeks a Client Service Associate to support Financial Advisors across the enterprise, delivering proactive service and tailored solutions to clients.

You will be the primary client contact, educating clients on banking and investment offerings, ensuring timely materials, and upholding risk controls while collaborating with FAs. Committed to a client-centric approach, you’ll thrive in a fast-paced environment with a 1st shift and 37.5 hours.

Qualifications

• FINRA SIE, Series 7, and Series 66 (63/65 accepted) required.
• Solid understanding of investment products and wealth management services.
• Demonstrates a client-centric mindset and strong work ethic.
• Ability to learn and adapt to new information and technology platforms.
• Experience delivering excellent client experiences in a fast-paced environment.

Responsibilities

• Provide exceptional client service to clients and Financial Advisors, educating them on bank offerings.
• Ensure timeliness and accuracy of client materials and follow up on requests.
• Align practices with bank policies to support operational excellence and risk management.
• Identify, deepen, and maintain client relationships by promoting bank offerings to clients and FAs.
• Support day-to-day team activities and cover roles during absences or peak times, maintaining 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

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management seeks a Client Service Associate to support Financial Advisors across the enterprise, delivering proactive service and tailored solutions to clients.

You will be the primary client contact, educating clients on banking and investment offerings, ensuring timely materials, and upholding risk controls while collaborating with FAs. Committed to a client-centric approach, you’ll thrive in a fast-paced environment with a 1st shift and 37.5 hours.