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Bank of America - Vero Beach, FL
posted 2 months ago
Full-time
Vero Beach, FL
Credit Intermediation and Related Activities
About the position
The Wealth Management Client Associate role at Merrill Wealth Management involves providing exceptional client service support to multiple Financial Advisors (FAs). This position is integral to the operational success of the advisory team, focusing on client advocacy and customizing solutions to meet client needs. The role emphasizes building and maintaining strong client relationships while ensuring compliance with bank policies and operational excellence.
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.
Requirements
- High School Diploma / GED / Secondary School or equivalent.
Nice-to-haves
- Experience in Account Management
- Experience in Client Management
- Strong Oral Communications skills
- Business Development experience
- Emotional Intelligence
- Written Communications skills
