Wealth Management Client Associate

Bank of America

Asheville, US
On-site
Client service support
Address all service needs
Client-centric mindset
Bank of America is seeking a Wealth Management Client Associate in Asheville, US, to support Financial Advisors and enhance client relationships through excellent service and customized solutions. The role requires a client-centric mindset, strong communication skills, and the ability to adapt to new technologies

Job Summary

  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
  • Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.
  • Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

Match Score: 85

Bank of America is seeking a Wealth Management Client Associate in Asheville, US, to support Financial Advisors and enhance client relationships through excellent service and customized solutions. The role requires a client-centric mindset, strong communication skills, and the ability to adapt to new technologies.

Skills & Requirements

Must-have

  • client service support
  • address all service needs
  • client-centric mindset
  • strong work ethic
  • focus on results

Nice-to-have

  • industry knowledge
  • investment products understanding
  • fast-paced environment
  • continuous learning
  • sound judgment and discretion

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • FINRA SIE, Series 7, Series 66 (or 63/65)
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter