Wealth Management Client Associate - Greater Kansas City Market

Bank of America Bank of America · Banking · Wichita, KS

This role at Bank of America's Merrill Wealth Management focuses on providing comprehensive client service support to Financial Advisors (FAs) and their clients. Responsibilities include educating clients on banking offerings, ensuring accuracy in client materials, managing client relationships, and identifying opportunities to deepen those relationships by promoting the bank's services. The role emphasizes operational excellence, risk management, and client advocacy within a regulated financial environment.

What you'd actually do

  1. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  2. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  3. 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
  4. 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
  5. 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

Skills

Required

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Nice to have

  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses industry knowledge and an understanding of investment products
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

What the JD emphasized

  • FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66
  • FDIC; FINRA