Wealth Management Client Associate — Growth & Client Impact

Bank of America; Fort Lauderdale (FL); On-site; USD 52,000 - 78,000; Full time

Job summary

Bank of America Merrill Wealth Management in Fort Lauderdale is seeking a Client Service professional who supports Financial Advisors by delivering strong client service, promoting bank offerings, and aligning with enterprise objectives.

You will manage day-to-day activities, ensure compliance, and deepen client relationships while maintaining a client-first mindset in a fast-paced environment.

Qualifications

• Currently holds FINRA SIE, Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
• If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code
• Possesses advanced industry knowledge and an understanding of investment products
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the 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 (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's 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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management in Fort Lauderdale is seeking a Client Service professional who supports Financial Advisors by delivering strong client service, promoting bank offerings, and aligning with enterprise objectives.

You will manage day-to-day activities, ensure compliance, and deepen client relationships while maintaining a client-first mindset in a fast-paced environment.