Wealth Management Client Experience Associate

Bank of America; Chagrin Falls (OH); On-site; USD 52,000 - 78,000; Full time

Job summary

Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support Financial Advisors by delivering exceptional client service, educating clients on banking offerings, and ensuring accurate, timely client materials. This role emphasizes risk-aware practices and close collaboration within an advisory team.

The position requires a client-centric mindset, readiness to learn new technology platforms, and the ability to adapt in a fast-paced environment while supporting

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66).
• Possesses advanced industry knowledge and an understanding of investment products.
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Has the ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

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

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support Financial Advisors by delivering exceptional client service, educating clients on banking offerings, and ensuring accurate, timely client materials. This role emphasizes risk-aware practices and close collaboration within an advisory team.

The position requires a client-centric mindset, readiness to learn new technology platforms, and the ability to adapt in a fast-paced environment while supporting