Wealth Management Client Associate

Bank of America Merrill Lynch

Not specified
2+ years post high school education or 4+ years experience
Foundational knowledge of investment and banking products
Detailed oriented with ability to work in fast-paced environment
The Wealth Management Client Associate position at Bank of America Merrill Lynch involves providing operational and sales support to Financial Advisors and serving as a key point of contact for affluent clients. The role requires strong communication skills, attention to detail, and a foundational knowledge of investment and banking products

Job Summary

  • The role provides dedicated operational and sales support to multiple Financial Advisors while serving as a frequent point of contact for highly affluent clients.
  • Incumbents are responsible for leading end-to-end onboarding and maintenance activities, ensuring privacy and security while creating ease of access for clients.
  • The team values diversity and empowers employees to bring their whole self to work within a culture driven by transparency and results.

Matching Summary

Match Score: 85

The Wealth Management Client Associate position at Bank of America Merrill Lynch involves providing operational and sales support to Financial Advisors and serving as a key point of contact for affluent clients. The role requires strong communication skills, attention to detail, and a foundational knowledge of investment and banking products.

Skills & Requirements

Must-have

  • 2+ years post high school education or 4+ years experience
  • Foundational knowledge of investment and banking products
  • Detailed oriented with ability to work in fast-paced environment

Nice-to-have

  • Undergraduate degree preferred
  • Experience with Salesforce CRM
  • Self-motivated and coachable individual
  • Creativity in tackling complex problems

Key Requirements

  • 2+ years post high school education
  • 4+ years professional or internship experience
  • Proficiency in Microsoft Word, Excel, and PowerPoint

Work Rights

Not specified

Tailored Resume

Cover Letter