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Wealth Management Client Associate

2 months ago

Iowa City, Iowa, United States Bank of America Full time
Job Description

Overview

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

Key Responsibilities

  • 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

Requirements

  • Candidates are required to currently hold Series 7 & 66 or 63/65
  • Bilingual in Spanish strongly preferred
  • 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
  • Detail 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

Work Environment

1st shift (United States of America)

37.5 hours per week

Equal Employment Opportunity

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.