Client Service Associate

Bank of America Merrill Lynch

Not specified; not specified; competitive benefits...
Onsite
1+ years professional experience
Knowledge of investment products
Strong ms word and excel skills
Bank of America Merrill Lynch is seeking a Client Service Associate to provide operational and sales support to Financial Advisors. The role requires strong communication skills and the ability to handle multiple tasks in a fast-paced environment, emphasizing client service and a collaborative team approach

Job Summary

  • The role provides shared operational and sales support to Financial Advisors within a diverse and inclusive workplace.
  • Incumbents will manage end-to-end onboarding processes, new account openings, and serve as the primary point of contact for clients.
  • Bank of America offers competitive benefits supporting physical, emotional, and financial well-being along with flexible work arrangements.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Client Service Associate to provide operational and sales support to Financial Advisors. The role requires strong communication skills and the ability to handle multiple tasks in a fast-paced environment, emphasizing client service and a collaborative team approach.

Salary

Not specified; Not specified; Competitive benefits package offered

Skills & Requirements

Must-have

  • 1+ years professional experience
  • Knowledge of investment products
  • Strong MS Word and Excel skills
  • End-to-end account onboarding
  • Client servicing request management

Nice-to-have

  • Undergraduate degree preferred
  • Experience with Salesforce CRM
  • Ability to multi-task in fast pace
  • Digital client engagement skills
  • Emotional intelligence and adaptability

Key Requirements

  • Minimum 1 year professional or internship experience
  • Knowledge of banking policies and procedures
  • Strong communication and organizational skills

Work Rights

Not specified

Tailored Resume

Cover Letter