Wealth Management Client Associate- Detroit Market
Bank of America Merrill Lynch
Detroit, MI, US
Onsite
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with microsoft office applications
This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division
Job Summary
This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division.
The position requires acting as the primary point of contact to address all client service needs while ensuring operational excellence and risk management.
Candidates must demonstrate a strong work ethic, adaptability to new technology platforms, and the ability to promote banking offerings to deepen client relationships.
Matching Summary
This role provides comprehensive client service support to multiple Financial Advisors within the Merrill Wealth Management division.
Skills & Requirements
Must-have
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with Microsoft Office applications
Nice-to-have
Experience in fast-paced financial environments
Sound judgment handling sensitive information
Commitment to continuous professional growth
Key Requirements
High School Diploma or GED required
FINRA SIE, Series 7, or Series 66 certification desired