Wealth Management Client Associate (fp)

Bank of America

Upper Arlington, 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 to provide exceptional client service and support multiple Financial Advisors at their Upper Arlington location. The role emphasizes a client-centric approach while ensuring alignment with the bank's operational standards

Job Summary

  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings.
  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Matching Summary

Match Score: 85

Bank of America is seeking a Wealth Management Client Associate to provide exceptional client service and support multiple Financial Advisors at their Upper Arlington location. The role emphasizes a client-centric approach while ensuring alignment with the bank's operational standards.

Salary

Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: This role is currently benefits eligible.

Skills & Requirements

Must-have

  • client service support
  • client relationship management
  • operational excellence

Nice-to-have

  • client-centric mindset
  • continuous learning
  • fast-paced environment

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)
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter