Wealth Management Client Concierge

Bank of America Corporation; Charlotte (NC); Presencial; USD 50.000 - 65.000; Jornada completa

Descripción de la vacante

Bank of America Corporation's Merrill Wealth Management in Charlotte seeks a Registered Client Associate to provide client service support to Financial Advisors, handling inquiries, document accuracy, and risk-conscious processes.

The McDade Group collaborates with families to simplify wealth. Requires SIE, Series 7, and Series 66 (63/65 accepted); a high school diploma; strong computer skills including Salesforce, Word, Excel, and PowerPoint; and a client-first mindset.

Formación

• FINRA SIE, Series 7, and Series 66 required (63/65 accepted).
• Strong investment products knowledge and client-centric mindset.
• Bachelor’s Degree or higher preferred.

Responsabilidades

• Provides excellent client service to clients by educating them on bank offerings.
• Ensures timely, accurate client materials and follows up on requests.
• Ensures practices align with bank policies to support operational excellence and risk management.
• Deepens client relationships by promoting bank offerings and collaborating with Financial Advisors.
• Supports day-to-day team activities and covers roles during absence or peak periods.

Conocimientos

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Relationship Building

Problem Solving

Educación

Bachelor's Degree

High School Diploma

Herramientas

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Descripción del empleo

Bank of America Corporation's Merrill Wealth Management in Charlotte seeks a Registered Client Associate to provide client service support to Financial Advisors, handling inquiries, document accuracy, and risk-conscious processes.

The McDade Group collaborates with families to simplify wealth. Requires SIE, Series 7, and Series 66 (63/65 accepted); a high school diploma; strong computer skills including Salesforce, Word, Excel, and PowerPoint; and a client-first mindset.