Wealth Management Client Associate (fp)

Bank of America

Saint Paul, MN, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
On-site
Client service support
Client relationship management
Operational excellence
Bank of America is seeking a Wealth Management Client Associate in Saint Paul, MN, to provide exceptional client service and support to Financial Advisors. The ideal candidate will demonstrate a client-centric mindset, possess relevant qualifications, and thrive in a fast-paced environment

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs), serving as the most frequent point of contact to address all service needs of their clients.
  • We believe trust comes from transparency and our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Matching Summary

Match Score: 85

Bank of America is seeking a Wealth Management Client Associate in Saint Paul, MN, to provide exceptional client service and support to Financial Advisors. The ideal candidate will demonstrate a client-centric mindset, possess relevant qualifications, and thrive in a fast-paced environment.

Salary

Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client service support
  • Client relationship management
  • Operational excellence
  • Risk management
  • Promoting banking offerings

Nice-to-have

  • Continuous learning
  • Client-centric mindset
  • Adaptability to new technology
  • Detail-oriented
  • 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)
  • Industry knowledge and understanding of investment products
  • Experience working with clients
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter