Wealth Management Client Associate

Bank of America (GHR)

Melville, US
Base: $25.00 - $44.00 hourly; bonus/equity: discre...
On-site
Client service support
Client relationship management
Operational excellence
Bank of America is seeking a Wealth Management Client Associate in Melville, US, to provide client service support to Financial Advisors (FAs). The role involves fostering client relationships and ensuring operational excellence while being part of a diverse and inclusive work culture

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.
  • We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Matching Summary

Match Score: 85

Bank of America is seeking a Wealth Management Client Associate in Melville, US, to provide client service support to Financial Advisors (FAs). The role involves fostering client relationships and ensuring operational excellence while being part of a diverse and inclusive work culture.

Salary

Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: This role is currently benefits eligible.

Skills & Requirements

Must-have

  • Client service support
  • Client relationship management
  • Operational excellence
  • Risk management
  • Promoting bank offerings

Nice-to-have

  • Continuous learning
  • Professional growth
  • Sound judgment and discretion
  • Culture driven, resilient, results focused

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

Work Rights

Not specified

Tailored Resume

Cover Letter