Wealth Management Client Specialist

Bank of America; Tampa (FL); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America Corporation's Merrill Wealth Management is seeking a Wealth Management Associate to service corporate-sponsored plans and deliver needs-based financial solutions. You will handle trades, provide exceptional client care, and guide clients toward digital channels for 24/7 access.

The role requires licenses (SIE, Series 7 Top-Off, Series 63) or progression toward them, and flexibility for shifts, including weekends.

Qualifications

• Holds required licenses or will obtain within 240 days: SIE, Series 7 Top-Off and Series 63.
• Flexibility to work various shifts including weekends; 40 hours per week.

Responsibilities

• Trades stocks, bonds, and other investment instruments for high net-worth clients and active traders.
• Handles escalated and complex inquiries on accounts ensuring timely resolution and excellent service.
• Migrates clients to online/self-service channels to enable 24/7 account access.
• Manages risk by authenticating clients and adhering to policy and procedures, with proactive escalation of risk.

Skills

Account Management

Customer and Client Focus

Issue Management

Oral Communications

Regulatory Compliance

Active Listening

Adaptability

Problem Solving

Risk Management

Attention to Detail

Business Acumen

Trading

Valuation Ethics and Practice

Education

High School Diploma / GED

Bachelor's degree

Job description

Bank of America Corporation's Merrill Wealth Management is seeking a Wealth Management Associate to service corporate-sponsored plans and deliver needs-based financial solutions. You will handle trades, provide exceptional client care, and guide clients toward digital channels for 24/7 access.

The role requires licenses (SIE, Series 7 Top-Off, Series 63) or progression toward them, and flexibility for shifts, including weekends.