Wealth Management Client Associate — Client Services Pro

Bank of America; United States; In loco; USD 55.000 - 75.000; Tempo pieno

Descrizione del lavoro

Bank of America, Merrill Wealth Management, is seeking a client service-focused professional to support Financial Advisors and client relationships. The role emphasizes service excellence, risk-aware operations, and collaboration within an in-office, team-driven culture.

You will work within Merrill’s wealth management platform to educate clients on services, coordinate requests, and help tailor banking and investment solutions while upholding bank policies and procedures.

Competenze

• Demonstrates a client-centric mindset and strong service orientation.
• Enthusiastic, self-starter with a strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms.

Mansioni

• Provide excellent client service to Merrill Wealth Management clients and address service needs.
• Support enterprise objectives, operations, and risk management within the advisory team.
• Coordinate with Financial Advisors to customize banking and investment solutions for clients.
• Cover team needs and act with a client-first mindset during absences or peak periods.

Conoscenze

Client service

Work ethic

Attention to detail

Communication skills

Adaptability

Strumenti

Salesforce

Microsoft Word

Excel

PowerPoint

Descrizione del lavoro

Bank of America, Merrill Wealth Management, is seeking a client service-focused professional to support Financial Advisors and client relationships. The role emphasizes service excellence, risk-aware operations, and collaboration within an in-office, team-driven culture.

You will work within Merrill’s wealth management platform to educate clients on services, coordinate requests, and help tailor banking and investment solutions while upholding bank policies and procedures.