Bank of America is seeking a Wealth Management Client Associate for its Merrill division in Albuquerque, US. The role involves providing client service support to Financial Advisors and ensuring client satisfaction through excellent service delivery
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
Match Score: 85
Bank of America is seeking a Wealth Management Client Associate for its Merrill division in Albuquerque, US. The role involves providing client service support to Financial Advisors and ensuring client satisfaction through excellent service delivery.
Skills & Requirements
Must-have
client service support
address all service needs
educating clients on offerings
timeliness, accuracy, and completeness
aligning practices with policies
Nice-to-have
client-centric mindset
continuous learning and professional growth
sound judgment and discretion
strong computer application skills
professional verbal and written communication
Key Requirements
High School Diploma / GED / Secondary School or equivalent
FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66
Industry knowledge and understanding of investment products