Wealth Management Client Associate - Client Services Pro

Bank of America; San Francisco (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a detail-oriented professional to serve clients within wealth management and banking offerings. The role emphasizes educating clients, maintaining accurate client materials, and supporting risk management with adherence to policies.

The position requires FINRA SIE, Series 7, and Series 66 licenses (63/65 accepted in lieu) and a strong knowledge of investment products, with the ability to learn new platforms and adapt in a dynamic environment.

Qualifications

• FINRA SIE, Series 7, and Series 66 licenses (63/65 accepted) must be obtained if not currently held.
• Strong knowledge of investment products and a client-centric mindset.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to educate clients on bank offerings.
• Ensures timely, accurate, and complete client materials and responds to FA requests.
• Supports compliance with bank policies to manage risk and protect clients.

Skills

FINRA SIE

Series 7

Series 66 (63/65 accepted)

Client service orientation

Microsoft Office & Salesforce

Education

High School Diploma / GED

Tools

Salesforce

Microsoft Office

Job description

Bank of America Merrill Wealth Management is seeking a detail-oriented professional to serve clients within wealth management and banking offerings. The role emphasizes educating clients, maintaining accurate client materials, and supporting risk management with adherence to policies.

The position requires FINRA SIE, Series 7, and Series 66 licenses (63/65 accepted in lieu) and a strong knowledge of investment products, with the ability to learn new platforms and adapt in a dynamic environment.