Wealth Management Client Solutions Associate

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

Job summary

The Bank of America in Charlotte, NC, is seeking a Client Support role within Merrill Wealth Management. This position focuses on providing excellent client service and operational excellence, supporting Financial Advisors with a client-first mindset. Candidates should be results-oriented with strong communication skills and a background in financial services.

The ideal applicant will hold relevant FINRA credentials and have a Bachelor's degree or equivalent experience. The company offers a commitment to developing talent and maintaining a collaborative work environment.

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66.
• Possesses advanced industry knowledge and understanding of investment products.
• Demonstrates a client-centric mindset.
• Has the ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provides excellent client service by educating clients on bank services.
• Ensures timeliness, accuracy, and completeness of client materials.
• Deepens and maintains client relationships.
• Supports day-to-day team activities with a client-first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Oral Communications

Written Communications

Business Development

Emotional Intelligence

Issue Management

Prioritization

Referral Identification

Pipeline Management

Administrative Services

Education

High School Diploma / GED

Bachelor's Degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

The Bank of America in Charlotte, NC, is seeking a Client Support role within Merrill Wealth Management. This position focuses on providing excellent client service and operational excellence, supporting Financial Advisors with a client-first mindset. Candidates should be results-oriented with strong communication skills and a background in financial services.

The ideal applicant will hold relevant FINRA credentials and have a Bachelor's degree or equivalent experience. The company offers a commitment to developing talent and maintaining a collaborative work environment.