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Registered Wealth Management Client Associate, London
Client: Bank of America
Location: London, United Kingdom
Job Category: Customer Service
EU work permit required: Yes
Job Reference: ad405796091e
Job Views: 7
Posted: 26.04.2025
Expiry Date: 10.06.2025
Job Description
Description: This role is responsible for providing client service support to multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence, and client advocacy within the FA's business, while customizing solutions based on client needs. The associate serves as the primary point of contact within Merrill to address all client service needs.
Responsibilities
* Provides excellent client service by educating clients on the bank's services and offerings.
* Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests.
* Supports practices aligned with bank policies to promote operational excellence, client protection, and risk management.
* Identifies, deepens, and maintains client relationships by emphasizing bank offerings and integrating banking into daily practices, communicating outputs to the FA.
* Supports daily team activities, covering roles during absences or peak periods, with a client-first mindset.
Required Qualifications
* FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66.
* Advanced industry knowledge and understanding of investment products.
Desired Qualifications
* Energetic, self-motivated, coachable, and adaptable.
* Thrives in a fast-paced environment with evolving responsibilities.
* Detail-oriented and invested in personal development.
* Pursues excellence in client experience and solutions.
* Works efficiently to fulfill client needs, delivering complex solutions.
* Maintains discretion with sensitive information through frequent communication.
* Proficiency in Microsoft Word, Excel, PowerPoint; Salesforce experience is a plus.
* Professional verbal and written communication skills.
Skills
* Account Management
* Client Management
* Customer and Client Focus
* Issue Management
* Oral and Written Communications
* Business Development
* Client Solutions Advisory
* Pipeline Management
* Prioritization
* Administrative Services
* Emotional Intelligence
* Referral Identification
Additional Details
Shift: 1st shift (United States of America)
Hours Per Week: 37.5
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