Wealth Management Client Associate – FINRA Licensed

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

Benefits offered by this job

In-office culture

Career development

Job summary

Bank of America Merrill Wealth Management seeks a client service professional to support Financial Advisors and respond to client needs across wealth management services. You will help deepen client relationships, educate clients on bank offerings, and ensure adherence to policies while sustaining risk controls.

This role emphasizes collaboration within an enterprise team, proficiency with MS Office and Salesforce, and the ability to operate in a fast-paced environment with frequent client

Qualifications

• Must hold FINRA SIE, Series 7, and Series 66 licenses (63/65 accepted) or obtain within required timeframe.
• Strong knowledge of investment products and a client-centric mindset.
• Self-starter with a strong work ethic and results orientation.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provide client service support to multiple Financial Advisors and address service needs.
• Support enterprise objectives, operational excellence goals, and client advocacy.
• Serve as the primary point of contact within Merrill to address client needs and FA requests.

Skills

Account management

Client management

Customer focus

Issue management

Oral communications

Business development

Client solutions

Pipeline management

Prioritization

Administrative services

Emotional intelligence

Written communications

Referral identification

Education

High School Diploma/GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management seeks a client service professional to support Financial Advisors and respond to client needs across wealth management services. You will help deepen client relationships, educate clients on bank offerings, and ensure adherence to policies while sustaining risk controls.

This role emphasizes collaboration within an enterprise team, proficiency with MS Office and Salesforce, and the ability to operate in a fast-paced environment with frequent client