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

Bank of America (GHR)

Chicago, IL, United States
Base: $25.00 - $30.00 hourly; bonus/equity: not sp...
Onsite
Strong work ethic and results focus
Client-centric mindset in all interactions
Ability to learn new technology platforms
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 clients to address service needs and promote banking offerings.
  • Employees are eligible for industry-leading benefits including paid time off and resources to contribute to sustainable business growth.

Matching Summary

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

Salary

Base: $25.00 - $30.00 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Strong work ethic and results focus
  • Client-centric mindset in all interactions
  • Ability to learn new technology platforms

Nice-to-have

  • Experience in fast-paced environments
  • Detail-oriented approach to tasks
  • Commitment to continuous professional growth

Key Requirements

  • High School Diploma or GED required
  • FINRA SIE, Series 7, or Series 66 certification desired
  • Proficiency with Microsoft Office and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter