Wealth Management Client Services Associate

Bank of America; Bloomfield Hills (MI); On-site; USD 50,000 - 75,000; Full time

Job summary

Bank of America is seeking a dedicated professional for client service support at Merrill Wealth Management. This role emphasizes customizing solutions to meet the needs of Financial Advisors and their clients while ensuring operational excellence and relationship building.

The ideal candidate demonstrates a client-centric mindset, holds necessary financial licenses, and has a strong understanding of investment products. The position offers an engaging in-office culture, career development opportunities, and team collaboration.

Qualifications

• Current FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses required (or must be obtained within a specified timeframe).
• Possesses advanced industry knowledge and understanding of investment products.
• Enthusiastic, highly motivated self-starter with a strong work ethic.

Responsibilities

• Provide excellent client service through education on banking offerings.
• Ensure accuracy and completeness in client materials.
• Support alignment with bank policies to protect clients.

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

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Bank of America is seeking a dedicated professional for client service support at Merrill Wealth Management. This role emphasizes customizing solutions to meet the needs of Financial Advisors and their clients while ensuring operational excellence and relationship building.

The ideal candidate demonstrates a client-centric mindset, holds necessary financial licenses, and has a strong understanding of investment products. The position offers an engaging in-office culture, career development opportunities, and team collaboration.