Wealth Management Client Associate - Client Solutions Lead

Bank of America; Manchester (NH); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Job summary

Merrill Wealth Management, a leading wealth management provider within Bank of America, seeks a client service-oriented associate to support Financial Advisors and their clients. You will educate clients on banking and investment offerings, ensure timely materials, and contribute to risk management while delivering exceptional service.

Join a team focused on client-centric service, collaboration with advisors, and adaptability in a fast-paced environment.

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 licenses (or equivalents) or must obtain within hiring timeframe.
• Strong knowledge of investment products and client servicing practices.
• Self-starter with high motivation and results focus.
• Client-centric mindset prioritizing client's best interests.
• Able to learn and adapt to new information and platforms.

Responsibilities

• Provide excellent client service to clients through education on bank services and offerings.
• Ensure timeliness and accuracy of client materials and respond to FA requests.
• Align practices with bank policies to support risk management and operational excellence.
• Identify and deepen client relationships and promote banking solutions.
• Cover team needs and maintain a client-first approach during absences or peak times.

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

FINRA SIE, Series 7, Series 66 (63/65 accepted)

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Merrill Wealth Management, a leading wealth management provider within Bank of America, seeks a client service-oriented associate to support Financial Advisors and their clients. You will educate clients on banking and investment offerings, ensure timely materials, and contribute to risk management while delivering exceptional service.

Join a team focused on client-centric service, collaboration with advisors, and adaptability in a fast-paced environment.