See more Collapse

Wealth Management Client Associate

1 month ago

Miami, United States Bank of America Full time

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

**Responsibilities**:

- Provides excellent Client Service to the bank's clients through 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 through 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
- Provide confidential administrative support, including calendar management and coordination of travel, expenses, and meetings.
- Support management with administrative tasks, handling incoming mail, and organizing in-person meetings and associate events.
- Communicate relevant information with office management and provide general operational support, including handling inbound calls and ensuring proper documentation.
- Perform transaction processing, monitor supervisory inquiries, and assist with research and resolution of supervisory and office escalations.
- Manage OMT calendars, resolve scheduling conflicts, and prepare correspondence, reports, and forms.

**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
- Strong client service, technical skills (MS Word & Excel), and communication abilities.
- Excellent time management, organizational skills, and attention to detail.
- Collaboration, proactive initiative, and experience in event planning and office administration.
- Detail-oriented with a high level of accuracy.
- Adaptable and able to prioritize tasks effectively.
- Investment industry experience is a plus.

**Minimum Education Requirement**:High School Diploma / GED / Secondary School or equivalent

**Shift**:
1st shift (United States of America)

**Hours Per Week**:
37.5

We have other current jobs related to this field that you can find below

  • Wealth Management Associate

    1 month ago

    Miami, United States Guerra Wealth Advisors Full time

    If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name! The Wealth Management Associate is the liaison between clients and the advisor, providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped commission structure (+salary)...

  • Client Associate

    2 months ago

    Miami, United States StoneX Group, Inc. Full time

    The Client Associate enhances the client experience by providing exceptional client service, supporting branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. Client Associate, Management, Financial Advisor, Wealth, Associate, Client Relations, Banking

  • Client Service Associate

    1 month ago

    Miami, United States NewEdge Wealth Full time

    Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

  • Client Service Associate

    2 months ago

    Miami, United States Hastings & Hastings, Placement and Staffing Services Full time

    Job DescriptionJob DescriptionClient Service Associate - Family Office Support Financial Advisors' Ultra High Net Worth clients in busy Family Office.YOUR BACKGROUNDBachelor's degree in Finance, Business, Economics, or a related field2+ years' experience in account services, including account opening, maintenance, wire transfers, and asset...

  • Registered Wealth Management Client Associate

    1 month ago

    Miami, United States Ascendo Resources Full time

    A global financial institution is looking to hire a Registered Series 7 Client Services Associate (CSA) to join one of their most Highly successful Wealth Management Team is looking We are looking for candidates that have similar experience to the one described below: Proven track record of delivering exceptional client service: Provide proactive and...

  • Registered Wealth Management Client Associate

    1 month ago

    Miami, United States Ascendo Resources Full time

    A global financial institution is looking to hire a Registered Series 7 Client Services Associate (CSA) to join one of their most Highly successful Wealth Management Team is looking We are looking for candidates that have similar experience to the one described below: Proven track record of delivering exceptional client service: Provide proactive and...

  • Registered Private Wealth Client Associate

    3 months ago

    Miami, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Associate, Registered, Wealth, Client Service, Financial Advisor, Solutions Advisor

  • Wealth Strategy Associate

    3 weeks ago

    Miami, United States UBS Full time

    Wealth Strategy Associate United States - Florida Business management, administration and support Global Wealth Management Job Reference # 297581BR City Miami Job Type Full Time Your role • assist financial advisors in client conversations, providing analytic information and...

  • Wealth Strategy Associate

    3 weeks ago

    Miami, Florida, United States UBS Full time

    Wealth Strategy AssociateUnited States - Florida Business management, administration and support Global Wealth Management Job Reference # 297581BR City Miami Job Type Full Time Your role • assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals• develop customized asset...

  • Client Associate

    2 weeks ago

    Miami, United States StoneX Group Full time

    Overview: Connecting clients to markets and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, were a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets focusing on innovation, human connection, and providing world-class products and...

  • Client Associate

    3 weeks ago

    Miami, United States StoneX Group Full time

    Overview: Connecting clients to markets and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, were a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets focusing on innovation, human connection, and providing world-class products and...

  • Client Service Associate Manager

    2 months ago

    Miami, United States Ascendo Resources Full time

    We are seeking an individual who is seeking to make an impactful career move. The ideal candidate must have management experience and come from a financial services or banking background. You will be responsible for managing a team of Client Service Associates. Manage day to day operational activities from Client Service Associates who service the Private...

  • Client Service Associate Manager

    2 days ago

    Miami, United States Ascendo Resources Full time

    We are seeking an individual who is seeking to make an impactful career move. The ideal candidate must have management experience and come from a financial services or banking background. You will be responsible for managing a team of Client Service Associates. Manage day to day operational activities from Client Service Associates who service the Private...

  • Client Associate

    4 weeks ago

    Miami, United States UBS Full time

    Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right documentation...

  • International Client Relationship Manager

    1 month ago

    Miami, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Senior Private Wealth Advisor

    2 months ago

    Miami, United States Glades Talent Full time

    Job DescriptionJob DescriptionDivergent Capital Asset Management: Private Wealth Advisor About Us:At Divergent Capital Asset Management, our mission is simple: to create an ecosystem of support that empowers our wealth advisors with the freedom and resources needed to build and grow their business. Our holistic platform is designed to simplify processes and...

  • Client Services Manager

    2 months ago

    Miami, United States Ascendo Resources Full time

    We are seeking an individual who is seeking to make an impactful career move. The ideal candidate must have management experience and come from a financial services or banking background. You will be responsible for managing a team of Client Service Associates. Manage day to day operational activities from Client Service Associates who service the Private...

  • Client Services Manager

    2 months ago

    Miami, United States Ascendo Resources Full time

    We are seeking an individual who is seeking to make an impactful career move. The ideal candidate must have management experience and come from a financial services or banking background. You will be responsible for managing a team of Client Service Associates. Manage day to day operational activities from Client Service Associates who service the Private...

  • Private Wealth Client Associate

    3 days ago

    Miami, United States Bank of America Full time

    Description : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...

  • Wealth Relationship Officer

    1 month ago

    Miami, United States HSBC Full time

    Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our...