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Wealth Management Client Associate

2 months ago

Livingstone Shire, Australia Bank of America Full time
Wealth Management Client Associate Role

About the Role:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Wealth Management Client Associate, you will be part of a team that specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Key Responsibilities:

  • Provide exceptional client service by educating clients on Bank of America's service and banking offerings.
  • Ensure timely, accurate, and complete client materials and follow up on all client and Financial Advisor requests.
  • Assist in ensuring practices align with Bank of America's policies and procedures to support operational excellence, protect clients, and manage risk.
  • Identify, deepen, and maintain client relationships by emphasizing Bank of America's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the Financial Advisor.
  • Support 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.

Required 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

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

Work Schedule: 1st shift (United States of America)

Hours Per Week: 37.5