Wealth Management Client Associate
Bank of America
Key Responsibilities
- Provides client service support to potentially multiple Financial Advisors (FAs).
- Supports enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, customizing solutions based on specific needs.
- Serves as the most frequent point of contact within Merrill to address all service needs of their clients.
- Provides excellent Client Service to the bank's clients by educating them on all of the bank's service and banking offerings.
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk.
- Identifies, deepens, and maintains client relationships by emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA.
- Supports day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases, while leading with a client-first mindset.
Requirements & Tech Stack
- Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
- Demonstrates a client-centric mindset, always acting in the best interest of the client.
- Ability to learn and adapt to new information and technology platforms.
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
- Demonstrates professional verbal and written communication skills.
Qualifications
- High School Diploma / GED / Secondary School or equivalent.
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66).
- Possesses industry knowledge and an understanding of investment products.
- Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
- Comfortable operating in a fast-paced environment with changing and evolving responsibilities.
- Detail oriented.
- Demonstrates a commitment to continuous learning and professional growth.
- Exhibits sound judgment and discretion when handling sensitive information.
Skills
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications