Wealth Management Client Associate- Fort Worth, Tx

Bank of America

Fort Worth, TX, USA
Onsite
Client service support
Client relationship management
Operational excellence
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.
  • This role is responsible for providing client service support to Financial Advisors, acting as the primary point of contact for client needs.
  • The company values diversity, transparency, and an in-office culture, empowering employees to bring their whole selves to work.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.

Skills & Requirements

Must-have

  • Client service support
  • Client relationship management
  • Operational excellence
  • Risk management
  • Banking product promotion

Nice-to-have

  • Continuous learning
  • Professional growth
  • Sound judgment
  • Discretion with sensitive information

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 of investment products
  • Experience working with clients
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter