Wealth Management Client Services Associate

Bank of America; Charlotte (NC); On-site; USD 50,000 - 80,000; Full time

Job summary

Bank of America Merrill Wealth Management in Charlotte, NC seeks a Registered Client Associate to provide exceptional service to Financial Advisors' clients. You will address service needs, educate clients on bank offerings, and ensure timely, accurate materials while protecting client interests.

You will join The McDade Group, a Private Wealth Management team handling high-net-worth families. A proactive, client-centric professional with licensing and investment knowledge is ideal for a

Qualifications

• FINRA SIE, Series 7, and Series 66 (63/65 acceptable)
• Understanding of investment products
• Client-centric mindset with a results focus
• Ability to learn new information and technology platforms
• Experience delivering excellent client experiences

Responsibilities

• Provides excellent Client Service to the bank's clients through education on banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on requests
• Ensures practices align with bank policies to support operational excellence, protect clients, and manage risk
• Identifies and deepens client relationships by promoting bank offerings in day-to-day activities
• Supports day-to-day team activities and steps in during absences with a client-first mindset

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Written Communications

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Education

Bachelor's Degree

High School Diploma

Tools

Salesforce

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Bank of America Merrill Wealth Management in Charlotte, NC seeks a Registered Client Associate to provide exceptional service to Financial Advisors' clients. You will address service needs, educate clients on bank offerings, and ensure timely, accurate materials while protecting client interests.

You will join The McDade Group, a Private Wealth Management team handling high-net-worth families. A proactive, client-centric professional with licensing and investment knowledge is ideal for a