Wealth Management Client Associate: Client Support

Talentify; Town of Florida (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America Merrill Wealth Management in New York is seeking a Client Service Associate to support multiple Financial Advisors. You will address service needs, advocate for clients, and tailor solutions to fit individual goals.

The role emphasizes client-centric service, collaboration within a team, and ongoing learning in an in-office culture that values transparency and professional growth.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• 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.
• Supports operational excellence, protects the bank's clients, and manages risk.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Administrative Services

Referral Identification

Education

High School Diploma or equivalent

Job description

Bank of America Merrill Wealth Management in New York is seeking a Client Service Associate to support multiple Financial Advisors. You will address service needs, advocate for clients, and tailor solutions to fit individual goals.

The role emphasizes client-centric service, collaboration within a team, and ongoing learning in an in-office culture that values transparency and professional growth.