Bank of America is seeking a Wealth Management Client Associate in Farmington Hills, Michigan, to provide exceptional client service and support to Financial Advisors and their clients. The role emphasizes a client-centric approach, operational excellence, and the ability to adapt to evolving responsibilities within a supportive in-office culture
Job Summary
This role provides essential client service support to multiple Financial Advisors within the Merrill Wealth Management division.
The position requires acting as the primary point of contact for clients to address all service needs while ensuring operational excellence.
Merrill is committed to an in-office culture that values diversity, transparency, and a client-first approach.
Matching Summary
Match Score: 85
Bank of America is seeking a Wealth Management Client Associate in Farmington Hills, Michigan, to provide exceptional client service and support to Financial Advisors and their clients. The role emphasizes a client-centric approach, operational excellence, and the ability to adapt to evolving responsibilities within a supportive in-office culture.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with Microsoft Office applications
Nice-to-have
Experience in fast-paced financial environment
Sound judgment handling sensitive information
Commitment to continuous professional growth
Key Requirements
High School Diploma or GED required
FINRA SIE, Series 7, or Series 66 certification preferred