Wealth Management Client Associate- Detroit Market
Bank of America (GHR)
Detroit, MI, US
Not specified; not specified; not specified
Onsite
Client-centric mindset with strong work ethic
Excellent verbal and written communication skills
Proficiency in microsoft office and salesforce
The role supports Financial Advisors by providing comprehensive client service and operational excellence within the Merrill Wealth Management division
Job Summary
The role supports Financial Advisors by providing comprehensive client service and operational excellence within the Merrill Wealth Management division.
Employees are expected to act as the primary point of contact for clients, ensuring accuracy, timeliness, and alignment with bank policies.
The position requires a client-first mindset with the ability to adapt to new technology platforms and evolving responsibilities.
Matching Summary
The role supports Financial Advisors by providing comprehensive client service and operational excellence within the Merrill Wealth Management division.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Client-centric mindset with strong work ethic
Excellent verbal and written communication skills
Proficiency in Microsoft Office and Salesforce
Nice-to-have
Experience in fast-paced financial environments
Understanding of investment products and services
Commitment to continuous professional growth
Key Requirements
High School Diploma or GED required
FINRA SIE, Series 7, or Series 66 certification desired
Sound judgment when handling sensitive client information