Wealth Management Seasonal Client Associate (fp)- Phoenix Market

Bank of America

Phoenix, Arizona, United States
Not specified; not specified; not specified
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with microsoft office applications
This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management

Job Summary

  • This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management.
  • The position requires acting as the primary point of contact for Merrill clients to address all service needs and educate them on banking offerings.
  • Bank of America fosters an inclusive workplace culture committed to responsible growth and supporting teammate wellness.

Matching Summary

This role provides client service support to multiple Financial Advisors while ensuring operational excellence and risk management.

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 environments
  • 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 desired
  • Knowledge of investment products and banking services

Work Rights

Not specified

Tailored Resume

Cover Letter