Wealth Management Client Associate | Client Solutions & Growth

Bank of America; Mystic (CT); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Benefits eligible

Competitive compensation

On-site collaboration culture

Job summary

Bank of America’s Merrill Wealth Management in Mystic, CT seeks a Client Services Associate to support Financial Advisors, educating clients on banking offerings and ensuring accurate materials. A client-first mindset and collaboration within an in-office culture are essential.

Role involves assisting with day-to-day team needs, risk management, and maintaining strong client relationships. Requires FINRA SIE, Series 7, and Series 66 (or 63/65) licenses, plus proficiency with

Qualifications

• FINRA SIE, Series 7, and Series 66 licenses required or to be obtained within a set timeframe if hired into a registered job code.
• Advanced knowledge of investment products and a client-centric mindset.
• Strong work ethic, results-driven, and ability to learn new platforms.

Responsibilities

• Provides excellent client service by educating clients on banking offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Maintains risk controls and aligns practices with bank policies.
• Identifies and deepens client relationships, communicating outputs to the FA.
• Supports day-to-day team activities and covers roles as needed.

Skills

Client Service

Industry Knowledge

Self-motivation

Client-centric Mindset

Adaptability

Tech Platforms

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Salesforce

Job description

Bank of America’s Merrill Wealth Management in Mystic, CT seeks a Client Services Associate to support Financial Advisors, educating clients on banking offerings and ensuring accurate materials. A client-first mindset and collaboration within an in-office culture are essential.

Role involves assisting with day-to-day team needs, risk management, and maintaining strong client relationships. Requires FINRA SIE, Series 7, and Series 66 (or 63/65) licenses, plus proficiency with