Wealth Management Client Associate

Bank of America (GHR)

Muskegon, United States
Onsite
Client service support
Operational excellence goals
Client advocacy
Merrill Wealth Management specializes in goals-based wealth management, offering comprehensive wealth management and investment products and services

Job Summary

  • Merrill Wealth Management specializes in goals-based wealth management, offering comprehensive wealth management and investment products and services.
  • The Wealth Management Client Associate serves as the primary point of contact for clients, addressing all service needs and supporting Financial Advisors.
  • The role emphasizes client advocacy, operational excellence, and building deep client relationships by promoting the bank's offerings.

Matching Summary

Merrill Wealth Management specializes in goals-based wealth management, offering comprehensive wealth management and investment products and services.

Skills & Requirements

Must-have

  • Client service support
  • Operational excellence goals
  • Client advocacy
  • Client relationship management
  • Team activities support
  • Client first mindset

Nice-to-have

  • Goals-based wealth management
  • Investment insights
  • Banking convenience
  • In-office culture
  • Diversity in thoughts
  • Continuous learning

Key Requirements

  • FINRA SIE, Series 7, Series 66
  • Industry knowledge
  • Client experience
  • Fast-paced environment
  • Detail oriented
  • Proficiency with Microsoft Office Suite
  • Salesforce proficiency
  • High School Diploma / GED

Work Rights

Not specified

Tailored Resume

Cover Letter