Wealth Management Client Associate - Growth & Impact

Bank of America; Providence, Northern (RI, KY); Hybrid; USD 34,000 - 62,000; Full time

Benefits offered by this job

Benefits

Discretionary incentive

Paid time off

Job summary

Bank of America’s Merrill Wealth Management team seeks a dedicated Client Service Associate to support Financial Advisors and serve as the main contact for client service needs in Providence, RI. Responsibilities include educating clients on banking offerings, ensuring accuracy of materials, and promoting a client-centric approach.

The role requires FINRA licenses (SIE, 7, 66 or 63/65), strong knowledge of investments, and the ability to work in a fast-paced environment while maintaining high

Qualifications

• Must hold FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu) or obtain within timeframe.
• Strong knowledge of investment products and financial markets.
• Demonstrates a client-centric mindset and dedication to service quality.
• Able to learn and adapt quickly to new technology platforms and processes.

Responsibilities

• Provide exemplary client service to Merrill Wealth Management clients and assist Financial Advisors.
• Ensure timely, accurate client materials and respond to advisor requests.
• Maintain alignment with Bank policies to support risk management and service excellence.
• Identify and deepen client relationships by aligning banking offerings with client needs.
• Support team activities and cover roles as needed while maintaining a client-first approach.

Skills

FINRA licenses SIE/Series 7/66

Investment products knowledge

Client-centric mindset

Adapt to new information & platforms

Tools

Salesforce

Microsoft Office

Job description

Bank of America’s Merrill Wealth Management team seeks a dedicated Client Service Associate to support Financial Advisors and serve as the main contact for client service needs in Providence, RI. Responsibilities include educating clients on banking offerings, ensuring accuracy of materials, and promoting a client-centric approach.

The role requires FINRA licenses (SIE, 7, 66 or 63/65), strong knowledge of investments, and the ability to work in a fast-paced environment while maintaining high