Wealth Management Client Associate — Client Services & Solutions

Bank of America; Woodbridge Township (NJ); On-site; USD 36,506 - 57,859; Full time

Benefits offered by this job

Discretionary incentive eligible

Industry-leading benefits

Paid time off

Job summary

Bank of America is looking for a Client Service Associate in Woodbridge Township, NJ. This role involves providing client service support to Financial Advisors. Responsibilities include managing client communications and ensuring service excellence while complying with bank policies.

The ideal candidate will possess FINRA certifications, a strong work ethic, and a client-centric approach. Pay range is $26.50 - $42.00 hourly, commensurate with experience and skills, with benefits eligibility.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66.
• Possesses advanced industry knowledge and understanding of investment products.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
• Identifies, deepens, and maintains client relationships while communicating outputs to the FA.

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

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is looking for a Client Service Associate in Woodbridge Township, NJ. This role involves providing client service support to Financial Advisors. Responsibilities include managing client communications and ensuring service excellence while complying with bank policies.

The ideal candidate will possess FINRA certifications, a strong work ethic, and a client-centric approach. Pay range is $26.50 - $42.00 hourly, commensurate with experience and skills, with benefits eligibility.