Wealth Management Client Services Associate

Bank of America; Atlanta (GA); On-site; USD 60,000 - 75,000; Full time

Job summary

Bank of America Merrill Wealth Management is seeking a Client Service professional to support Financial Advisors, delivering tailored banking and investment solutions with a client-first mindset. You will serve as a primary point of contact, ensuring accuracy in client materials and aligning practices with risk controls and enterprise objectives.

Ideal candidates communicate effectively, possess FINRA licenses or a plan to obtain them, and can adapt to a fast-paced, evolving advisory environment

Qualifications

• Holds FINRA SIE, Series 7, and Series 66 (63/65 accepted) or must obtain within specified timeframe if hired into a registered code.
• Demonstrates client-centric mindset and strong work ethic with results focus.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service to clients through education on bank services and offerings.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Ensures practices align with bank policies to support risk management and operational excellence.
• Identifies and deepens client relationships by promoting banking offerings and collaboration with Financial Advisor.
• Supports day-to-day team activities and covers roles during absences or seasonal needs.

Skills

Account Management

Client Management

Customer Focus

Oral Communications

Written Communications

Pipeline Management

Administrative Services

Emotional Intelligence

Referral Identification

Problem Solving

Education

FINRA SIE

Series 7

Series 66

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management is seeking a Client Service professional to support Financial Advisors, delivering tailored banking and investment solutions with a client-first mindset. You will serve as a primary point of contact, ensuring accuracy in client materials and aligning practices with risk controls and enterprise objectives.

Ideal candidates communicate effectively, possess FINRA licenses or a plan to obtain them, and can adapt to a fast-paced, evolving advisory environment