Wealth Management Client Associate: Client Services Pro

Bank of America Corporation; Tampa (FL); In loco; USD 45.000 - 70.000; Tempo pieno

Descrizione del lavoro

Bank of America Corporation’s Merrill Wealth Management in Tampa seeks a proactive Client Service Associate to support Financial Advisors by handling client inquiries, coordinating materials, and promoting banking solutions. You will contribute to a high-touch client experience and help manage risk and compliance in a fast-paced wealth-management environment.

The role emphasizes client-centric service, accuracy, and collaboration with the FA team, with opportunities for growth and skill

Competenze

• High school diploma or GED required; enthusiasm and client-centric mindset preferred.
• Aptitude for learning new information and technology platforms.
• FINRA SIE/Series 7/66 is a plus but not required.

Mansioni

• Provide excellent client service to Merrill’s clients and educate them on banking offerings.
• Ensure timely, accurate client materials and respond to requests from Financial Advisors.
• Support adherence to bank policies and manage risk while deepening client relationships.
• Assist with day-to-day team activities and coverage during absences.

Conoscenze

Account Management

Client Management

Customer Focus

Communication Skills

Formazione

High School Diploma or GED

Strumenti

Salesforce

Microsoft Word

Excel

PowerPoint

Descrizione del lavoro

Bank of America Corporation’s Merrill Wealth Management in Tampa seeks a proactive Client Service Associate to support Financial Advisors by handling client inquiries, coordinating materials, and promoting banking solutions. You will contribute to a high-touch client experience and help manage risk and compliance in a fast-paced wealth-management environment.

The role emphasizes client-centric service, accuracy, and collaboration with the FA team, with opportunities for growth and skill