Wealth Management Client Associate - Licensed & Service-Focused

Bank of America Corporation; Auburn Hills (MI); Presencial; USD 42.000 - 65.000; Jornada completa

Descripción de la vacante

Bank of America Corporation's Merrill Wealth Management team seeks a Client Service Associate responsible for delivering top-tier service to Financial Advisors' clients, educating on bank offerings, and supporting enterprise objectives.

The role requires FINRA SIE, Series 7, and 66 (or 63/65) licenses if not already held, strong client focus, and proficiency with Microsoft Office and Salesforce; on-site work in a fast-paced environment.

Formación

• FINRA SIE, Series 7, and Series 66 licenses required or must be obtained within a specified timeframe.
• Extensive knowledge of investment products and client service best practices.
• Client-centric mindset with the ability to learn new information and technology platforms.

Responsabilidades

• Provides excellent client service to clients by educating them on the bank's services and offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all requests.
• Aligns practices with bank policies to support operational excellence, protect clients, and manage risk.
• Identifies and deepens client relationships by promoting the bank's offerings and integration with day-to-day practices.
• Supports day-to-day team activities, covering roles during absences, and leads with a client-first mindset.

Conocimientos

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions

Advisory Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Written Communications

Educación

High School Diploma

Herramientas

Microsoft Word

Excel

PowerPoint

Salesforce

Descripción del empleo

Bank of America Corporation's Merrill Wealth Management team seeks a Client Service Associate responsible for delivering top-tier service to Financial Advisors' clients, educating on bank offerings, and supporting enterprise objectives.

The role requires FINRA SIE, Series 7, and 66 (or 63/65) licenses if not already held, strong client focus, and proficiency with Microsoft Office and Salesforce; on-site work in a fast-paced environment.