Wealth Management Client Associate – Client Services Pro

Bank of America Corporation; Village of Lynbrook (NY); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Discretionary incentive

Benefits package

Paid time off

Job summary

Bank of America Corporation's Merrill Wealth Management division seeks a Client Service role to support Financial Advisors by delivering proactive client service, education on banking offerings, and risk-managed operational support. You will work as a liaison to tailor banking solutions for clients, while upholding enterprise objectives and a client-first mindset.

The role emphasizes strong communication, relationship-building, and the ability to adapt to new technology platforms in a fast-paced

Qualifications

• Currently holds FINRA SIE, Series 7, and Series 66 (63/65 accepted) or must obtain within specified timeframe if hired into a registered job code
• Strong understanding of investment products and market dynamics
• Proven client-centric mindset with focus on best interests of clients
• Ability to learn and adapt to new information and technology platforms

Responsibilities

• Provide client service support to potentially multiple Financial Advisors (FAs)
• Support enterprise strategic objectives and client advocacy within the FA's business
• Serve as the primary point of contact within Merrill for client service needs
• Educate clients on the bank's service and banking offerings
• Align practices with the bank's policies to support operational excellence and manage risk
• Deepen client relationships by promoting banking solutions to clients and extending to FAs

Skills

Account Management

Client Management

Customer Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Job description

Bank of America Corporation's Merrill Wealth Management division seeks a Client Service role to support Financial Advisors by delivering proactive client service, education on banking offerings, and risk-managed operational support. You will work as a liaison to tailor banking solutions for clients, while upholding enterprise objectives and a client-first mindset.

The role emphasizes strong communication, relationship-building, and the ability to adapt to new technology platforms in a fast-paced