Wealth Management Seasonal Client Associate (fp)- Phoenix Market

Bank of America (GHR)

Phoenix, Arizona, United States
Not specified; not specified; not specified
Strong work ethic and results focus
Client-centric mindset in all actions
Ability to learn new technology platforms
This role provides excellent client service by educating clients on banking offerings and ensuring operational excellence

Job Summary

  • This role provides excellent client service by educating clients on banking offerings and ensuring operational excellence.
  • The position requires acting as the primary point of contact for Merrill clients while supporting Financial Advisors in their business objectives.
  • Bank of America is committed to an inclusive workplace culture that supports physical, emotional, and financial wellness for all teammates.

Matching Summary

This role provides excellent client service by educating clients on banking offerings and ensuring operational excellence.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Experience with complex client solutions
  • Comfortable in fast-paced environments
  • Detail oriented with sound judgment

Key Requirements

  • High School Diploma or GED required
  • FINRA SIE, Series 7, or Series 66 certification desired

Work Rights

Not specified

Tailored Resume

Cover Letter