Wealth Management Client Associate

Bank of America (GHR)

Oak Brook, 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 Oak Brook, US, to provide exceptional client service support to multiple Financial Advisors. The ideal candidate will have a client-centric mindset, be a self-starter, and possess strong communication skills

Job Summary

  • This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).
  • Responsibilities include educating clients on service and banking offerings, ensuring accuracy in client materials, and identifying/deepening client relationships.
  • Merrill Wealth Management is committed to an in-office culture with specific requirements for office-based attendance.

Matching Summary

Match Score: 85

Bank of America is seeking a Wealth Management Client Associate in Oak Brook, US, to provide exceptional client service support to multiple Financial Advisors. The ideal candidate will have a client-centric mindset, be a self-starter, and possess strong communication skills.

Salary

Base: $25.00 - $44.00 hourly; Bonus/Equity: Discretionary incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client service support
  • Client relationship management
  • Operational excellence
  • Risk management
  • Banking offerings education

Nice-to-have

  • Continuous learning and growth
  • Adaptability to new technology
  • Client-centric mindset
  • Fast-paced environment adaptability

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) - Desired
  • Industry knowledge and understanding of investment products - Desired
  • Experience working with clients - Desired
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce - Desired

Work Rights

Not specified

Tailored Resume

Cover Letter