Wealth Management Client Associate: Relationship & Sales

Bank of America; Fort Lauderdale (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking a Registered Wealth Management Client Associate in Fort Lauderdale, Florida. This role provides operational and sales support to Financial Advisors and serves as the primary contact for clients. Candidates must hold relevant securities registrations and demonstrate exceptional client service.

The position emphasizes collaboration in a client-first environment, requiring strong communication skills and the ability to adapt in a fast-paced setting. A high school diploma is the minimum education requirement.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66.
• Possesses advanced industry knowledge and an understanding of investment products.
• Is an enthusiastic, highly motivated self-starter with a strong work ethic.
• Demonstrates a client-centric mindset, acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service through educating clients on banking offerings.
• Ensures accuracy and completeness in client materials and follows up on requests.
• Maintains client relationships by promoting banking integration into daily practices.
• Supports team activities and needs including covering roles in times of absence.

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

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is seeking a Registered Wealth Management Client Associate in Fort Lauderdale, Florida. This role provides operational and sales support to Financial Advisors and serves as the primary contact for clients. Candidates must hold relevant securities registrations and demonstrate exceptional client service.

The position emphasizes collaboration in a client-first environment, requiring strong communication skills and the ability to adapt in a fast-paced setting. A high school diploma is the minimum education requirement.