Wealth Management Client Asscoiate

Bank of America

Minneapolis, MN, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
On-site
Client service support
Operational excellence
Client relationship management
Bank of America is seeking a Wealth Management Client Associate in Minneapolis, MN, to provide exceptional client service support to multiple Financial Advisors. The ideal candidate should be client-centric, motivated, and willing to learn, with an emphasis on building relationships and offering tailored solutions

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, addressing all client service needs and identifying opportunities to deepen client relationships.
  • The company offers industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact.

Matching Summary

Match Score: 85

Bank of America is seeking a Wealth Management Client Associate in Minneapolis, MN, to provide exceptional client service support to multiple Financial Advisors. The ideal candidate should be client-centric, motivated, and willing to learn, with an emphasis on building relationships and offering tailored solutions.

Salary

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

Skills & Requirements

Must-have

  • Client service support
  • Operational excellence
  • Client relationship management
  • Financial Advisor support
  • Banking offerings education

Nice-to-have

  • Continuous learning and growth
  • Detail-oriented
  • Sound judgment and discretion
  • Fast-paced environment adaptability

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • FINRA SIE, Series 7, Series 66 (or 63/65)
  • Industry knowledge of investment products
  • Experience working with clients
  • Proficiency with Microsoft Office Suite and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter