Wealth Management Client Associate — Client Solutions & Support

Bank of America

Florida

On-site

USD 48,000 - 72,000

Full time

4 days ago

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Job summary

Bank of America Merrill Wealth Management seeks a Registered Wealth Management Client Associate to support Financial Advisors with client service and sales activities. The role emphasizes educating clients on banking and investment offerings, timeliness, accuracy, and risk-conscious operations.

It requires FINRA registrations (SIE, Series 7, 66 or 63/65) and strong knowledge of investment products. A client-centric mindset and adaptability to new platforms are essential for success in a

Qualifications

High school diploma or equivalent required.
FINRA SIE, Series 7, and Series 66 (63/65 in lieu of 66) required.
Strong knowledge of investment products and client-focused mindset.
Ability to learn and adapt to new information and technology platforms.

Responsibilities

Provide excellent client service and educate clients on banking and investment offerings.
Maintain timeliness and accuracy of client materials; follow up on requests.
Ensure adherence to bank policies and manage risk in client transactions.
Identify and deepen client relationships and promote integration of banking into client needs.
Cover team roles during absences or peak periods with a client-first mindset.

Skills

Account Management

Client Management

Customer Focus

Pipeline Management

Administrative Services

Oral Communications

Written Communications

Education

High School Diploma

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

It requires FINRA registrations (SIE, Series 7, 66 or 63/65) and strong knowledge of investment products. A client-centric mindset and adaptability to new platforms are essential for success in a

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