Wealth Management Seasonal Client Associate - Phoenix Market

Bank of America Merrill Lynch

Phoenix, Arizona, United States
Not specified; not specified; not specified
Strong client-centric mindset
Ability to learn new technology platforms
Detail-oriented with focus on accuracy
The role provides excellent client service by educating clients on banking offerings and ensuring operational excellence

Job Summary

  • The role provides excellent client service by educating clients on banking offerings and ensuring operational excellence.
  • Team members act as the primary point of contact for Financial Advisors to address all client service needs.
  • Bank of America is committed to an inclusive workplace culture that supports physical, emotional, and financial wellness.

Matching Summary

The 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 client-centric mindset
  • Ability to learn new technology platforms
  • Detail-oriented with focus on accuracy

Nice-to-have

  • Experience in fast-paced environments
  • Commitment to continuous professional growth
  • Sound judgment handling sensitive information

Key Requirements

  • High School Diploma or GED
  • FINRA SIE, Series 7, or Series 66 certification (preferred)
  • Proficiency with Microsoft Office and Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter