Wealth Management Client Associate- Farmington Hills, Mi

Bank of America (GHR)

Farmington Hills, MI, US
Not specified; not specified; not specified
Onsite
Strong client-centric mindset
Excellent verbal and written communication skills
Proficiency with microsoft office applications
Bank of America is seeking a Wealth Management Client Associate in Farmington Hills, MI, to provide client service support to Financial Advisors. The role emphasizes a client-centric approach, operational excellence, and teamwork within a diverse and inclusive culture

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management services focusing on goals-based planning for retirement, education, and legacy.
  • The role serves as the primary point of contact for clients, ensuring operational excellence and alignment with bank policies while managing risk.
  • The team fosters a culture driven by diversity, transparency, and results, empowering employees to bring their whole selves to work.

Matching Summary

Match Score: 85

Bank of America is seeking a Wealth Management Client Associate in Farmington Hills, MI, to provide client service support to Financial Advisors. The role emphasizes a client-centric approach, operational excellence, and teamwork within a diverse and inclusive culture.

Salary

Not specified; Not specified; Not specified

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 environment
  • 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
  • In-office attendance required per workplace policy

Work Rights

Not specified

Tailored Resume

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