Wealth Management Client Associate - Growth & Client Impact

Bank of America; Raleigh (NC); Sur place; USD 42 000 - 60 000; Plein temps

Résumé du poste

Bank of America Merrill Wealth Management is seeking a Client Service/Associate to educate clients on services, ensure timely materials, and support Financial Advisors. This on-site role emphasizes client-centric service and risk-conscious action.

You will work in a collaborative office culture, interact with clients, and maintain strong communication with the advisory team. Prior experience with MS Office and Salesforce is beneficial.

Qualifications

• High school diploma or equivalent is required.
• Strong client service orientation and ability to learn banking products.
• Proven ability to manage multiple tasks with accuracy and timeliness.

Responsabilités

• Provides excellent Client Service to educate clients on the bank's offerings.
• Ensures timely, accurate client materials and follows up on requests from clients and Financial Advisors.
• Supports alignment with bank policies to protect clients and manage risk.
• Identifies and deepens client relationships, communicating outputs to the Financial Advisor.
• Supports day-to-day team activities and fills in during absences or peak periods, with a client-first mindset.

Connaissances

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

Formation

High School Diploma / GED / Secondary School or equivalent

Outils

Microsoft Word

Excel

PowerPoint

Salesforce

Description du poste

Bank of America Merrill Wealth Management is seeking a Client Service/Associate to educate clients on services, ensure timely materials, and support Financial Advisors. This on-site role emphasizes client-centric service and risk-conscious action.

You will work in a collaborative office culture, interact with clients, and maintain strong communication with the advisory team. Prior experience with MS Office and Salesforce is beneficial.