Wealth Management Client Associate- San Francisco, Ca

Bank of America Merrill Lynch

San Francisco, CA, US
Base: $25.00 - $44.00 hourly; bonus: discretionary...
Onsite
Client-centric mindset with strong work ethic
Proficiency in microsoft office and salesforce
Ability to operate in fast-paced environment
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 Financial Advisors to address all client service needs.
  • Employees are eligible for an annual discretionary award based on individual performance and company success.

Matching Summary

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

Salary

Base: $25.00 - $44.00 hourly; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Client-centric mindset with strong work ethic
  • Proficiency in Microsoft Office and Salesforce
  • Ability to operate in fast-paced environment

Nice-to-have

  • Experience working with complex client solutions
  • Commitment to continuous professional learning
  • Sound judgment handling sensitive information

Key Requirements

  • FINRA SIE, Series 7, or Series 66 certification (preferred)
  • Bachelor's degree or relevant professional experience
  • High School Diploma / GED minimum requirement

Work Rights

Not specified

Tailored Resume

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