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For Companies At a Glance
- Tasks: Support Financial Advisors by providing top-notch client service and customised solutions.
- Company: Join Bank of America, a leading global financial institution with a commitment to client advocacy.
- Benefits: Enjoy a dynamic work environment with opportunities for personal development and career growth.
- Why this job: Be part of a client-first culture that values operational excellence and teamwork.
- Qualifications: Must have FINRA SIE, Series 7, and strong communication skills; experience with Microsoft Office is a plus.
- Other info: This role requires a proactive mindset and the ability to thrive in a fast-paced setting.
The predicted salary is between 36000 - 60000 £ per year.
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
Registered Wealth Management Client Associate employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Registered Wealth Management Client Associate
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work at Bank of America. Attend industry events or join relevant online forums to connect with current employees and gain insights about the company culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest trends in investment products and client management strategies. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a fast-paced environment.
✨Tip Number 3
Prepare to discuss specific examples of how you've provided excellent client service in previous roles. Highlight your ability to manage multiple tasks while maintaining a client-first mindset, as this is crucial for the role.
✨Tip Number 4
Showcase your proficiency in Microsoft Office and any experience with Salesforce during your interactions. Being able to demonstrate your technical skills can set you apart from other candidates and show that you're ready to hit the ground running.
We think you need these skills to ace Registered Wealth Management Client Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Registered Wealth Management Client Associate. Emphasise your client service experience and any financial qualifications you possess.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your background and skills make you a great fit for supporting Financial Advisors and enhancing client relationships.
Highlight Relevant Qualifications: Clearly list your qualifications, especially any certifications like FINRA Securities Industry Essentials (SIE) or Series 7, 63/65 or 66. This will demonstrate your readiness for the role and understanding of investment products.
Proofread Your Application: Before submitting, carefully proofread your application materials to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at TN United Kingdom
✨Know Your Financial Products
Make sure you have a solid understanding of various investment products and services offered by the bank. Being able to discuss these confidently will show your expertise and readiness for the role.
✨Demonstrate Client-Centric Mindset
Prepare examples that showcase your ability to prioritise client needs and provide exceptional service. Highlight any past experiences where you successfully managed client relationships or resolved issues.
✨Showcase Your Adaptability
This role requires someone who thrives in a fast-paced environment. Be ready to discuss how you've adapted to changing circumstances in previous jobs and how you handle evolving responsibilities.
✨Practice Professional Communication
Since strong verbal and written communication skills are essential, practice articulating your thoughts clearly. Consider conducting mock interviews or writing down key points to ensure you convey your ideas effectively.
