Wealth Management Client Associate

Bank of America

The Villages, Florida, USA
On-site
Client service support
Operational excellence
Client advocacy
Bank of America is seeking a Wealth Management Client Associate for its Merrill division in The Villages, Florida. This role focuses on providing exceptional client service, supporting Financial Advisors, and fostering client relationships within a collaborative and diverse work culture

Job Summary

  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), addressing all service needs of their clients.
  • Responsibilities include educating clients on bank offerings, ensuring accuracy and completeness in client materials, and identifying opportunities to deepen client relationships.
  • Merrill Wealth Management is committed to an in-office culture, valuing diversity and empowering employees to bring their whole selves to work.

Matching Summary

Match Score: 85

Bank of America is seeking a Wealth Management Client Associate for its Merrill division in The Villages, Florida. This role focuses on providing exceptional client service, supporting Financial Advisors, and fostering client relationships within a collaborative and diverse work culture.

Skills & Requirements

Must-have

  • Client service support
  • Operational excellence
  • Client advocacy
  • Client relationship management
  • Risk management

Nice-to-have

  • Continuous learning and professional growth
  • Sound judgment and discretion
  • Culture driven, resilient, results focused

Key Requirements

  • FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66
  • Industry knowledge of investment products
  • Experience working with clients
  • Comfortable in a fast-paced environment
  • Detail oriented
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter