Wealth Management Client Services Associate

Bank of America Corporation; Sector Jorge García (PR); On-site; USD 70,000 - 100,000; Full time

Job summary

Merrill Wealth Management in the United States is seeking a client service professional to support Financial Advisors (FAs). You will educate clients on the bank's service and banking offerings while ensuring timely, accurate materials and aligning with enterprise objectives.

You will strengthen client relationships, promote banking solutions, and collaborate with the FA to deliver tailored advice. This role requires FINRA licenses or the ability to obtain them, and a client-centric, adaptable

Qualifications

• FINRA SIE, Series 7, and Series 66 (63 and 65 accepted in lieu of 66) licenses are required or must be obtained within a specified timeframe.
• Demonstrates advanced industry knowledge and understanding of investment products.
• Self-starter with strong work ethic and client-centric mindset.

Responsibilities

• Provides excellent client service to clients through education on bank offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests.
• Supports operational excellence, protects clients, and manages risk in line with bank policies.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and covers roles during absences or seasonal needs.

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

Merrill Wealth Management in the United States is seeking a client service professional to support Financial Advisors (FAs). You will educate clients on the bank's service and banking offerings while ensuring timely, accurate materials and aligning with enterprise objectives.

You will strengthen client relationships, promote banking solutions, and collaborate with the FA to deliver tailored advice. This role requires FINRA licenses or the ability to obtain them, and a client-centric, adaptable