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Wealth Management Client Associate

Bank of America

Bank of America

Accounting & Finance
Houston, TX, USA
Posted on Thursday, November 9, 2023

Job Description:

The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the CA will often serve as the most frequent point of contact with Merrill Wealth Management.

Specific responsibilities include, but are not limited to:

  • Work with highly affluent clients
  • Lead end-to-end onboarding and maintenance activities for new and existing clients.
  • Provide products and services to each client, working with cross line of business partners
  • Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
  • Act as a key team member leading our clients’ digital experience with the firm
  • Create ease of access and interaction, while protecting their privacy and security
  • Find opportunities to innovate every day

Key Qualifications for the role:

  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
  • Product Knowledge: Foundational knowledge of investment and banking products
  • Energetic individual that is self-motivated, coachable, and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibility
  • Detailed oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs delivering complex solutions
  • Frequent communication, and an abundance of discretion with sensitive information
  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
  • Professional verbal and written communication

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5