Wealth Management Client Associate — Elevate Client Experience

Bank of America; Orlando (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Merrill Wealth Management, a Bank of America company, is seeking a Client Service Associate to support Financial Advisors and their clients in Orlando. This role emphasizes delivering responsive service, coordinating client materials, and ensuring alignment with bank policies to protect clients and manage risk.

You will be the primary point of contact for clients within the FA’s practice, addressing service needs, updating records, and facilitating routine requests.

Qualifications

• FINRA SIE, Series 7, and Series 66 required (63/65 accepted in lieu).
• Strong knowledge of investment products and client-centric service mindset.
• Experience working with Financial Advisors and high attention to compliance.

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
• Assists with ensuring practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

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

PowerPoint

Salesforce

Job description

Merrill Wealth Management, a Bank of America company, is seeking a Client Service Associate to support Financial Advisors and their clients in Orlando. This role emphasizes delivering responsive service, coordinating client materials, and ensuring alignment with bank policies to protect clients and manage risk.

You will be the primary point of contact for clients within the FA’s practice, addressing service needs, updating records, and facilitating routine requests.