Wealth Management Client Services Associate

Bank of America; Fairfield (CT); On-site; USD 34,440 - 61,992; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors, handling multiple client inquiries, ensuring timely and accurate materials, and promoting banking solutions integrated with wealth management.

The role emphasizes a client-first mindset, licenses (SIE, Series 7, 66) or ability to obtain, strong communication, and proficiency with Word, Excel, PowerPoint, and Salesforce; hybrid/onsite CT Fairfield with 37.5 hours.

Qualifications

• FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66) – must be obtained if not held for registered role.
• Strong knowledge of investment products and client-centric mindset.
• Self-starter with a strong work ethic and results focus.
• Ability to learn and adapt to new platforms and information.

Responsibilities

• Provide exceptional client service to the bank's clients and educate on banking services.
• Ensure timely and accurate client materials; follow up on requests from clients and Financial Advisors.
• Align practices with bank policies to support operational excellence and risk management.
• Deepen client relationships and communicate outputs to the Financial Advisor.
• Cover team needs and act with a client-first mindset during absences or peak periods.

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

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors, handling multiple client inquiries, ensuring timely and accurate materials, and promoting banking solutions integrated with wealth management.

The role emphasizes a client-first mindset, licenses (SIE, Series 7, 66) or ability to obtain, strong communication, and proficiency with Word, Excel, PowerPoint, and Salesforce; hybrid/onsite CT Fairfield with 37.5 hours.