Wealth Management Seasonal Client Associate (fp) - Private Wealth Central Market

Bank of America

Chicago, United States
Base: $25.00 - $30.00 hourly; bonus/equity: not sp...
On-site
Client service support
Client relationship management
Operational excellence
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs)

Job Summary

  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees.

Matching Summary

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).

Salary

Base: $25.00 - $30.00 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client service support
  • Client relationship management
  • Operational excellence
  • Risk management
  • Client-first mindset

Nice-to-have

  • Adaptable to new information
  • Enthusiastic self-starter
  • Continuous learning
  • Sound judgment and discretion

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) - Desired
  • Experience working with clients - Desired
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce - Desired

Work Rights

Not specified

Tailored Resume

Cover Letter