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Client Associate – Advisor Development Program
Bank of America. Provide client service support to multiple Financial Advisors .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relationship management and communication skills while effectively supporting Financial Advisors in achieving operational excellence and strategic objectives. Proficient in identifying client needs, recommending investment solutions, and managing a productive practice through effective time management and collaboration.
Highest-signal resume keywords
SIE LicenseSeries 7 LicenseSeries 66 LicenseClient Relationship ManagementInvestment Solutions
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Product RecommendationClient Needs AssessmentTime ManagementBusiness DevelopmentAdministrative Compliance
Soft Skills
Strong Communication SkillsInterpersonal SkillsProactive MindsetResults-DrivenCollaboration
Tools & Technologies
Microsoft Suite
Certifications & Qualifications
SAFE Act RegistrationSeries 63 LicenseSeries 65 License
Industry Keywords
Financial AdvisorsClient AdvocacyOperational ExcellenceRisk ManagementProspecting
About the role
Key responsibilities & impact- Provide client service support to multiple Financial Advisors
- Support enterprise strategic objectives, operational excellence goals, and client advocacy within the Financial Advisors’ businesses
- Serve as the frequent point of contact at Merrill for clients’ service needs
- Act as a resource for Financial Advisors
- Obtain securities industry licenses and complete foundational training
- Progress through the Advisor Development Program toward becoming a Financial Advisor
- Develop a book of business and meet or exceed established performance hurdles
- Prioritize and source prospective clients, capitalize on referrals, assess customer needs, and refer customers to internal specialists
- Recommend suitable investment products and services based on client objectives, resources, time horizon, risk profile, and preferences
- Balance investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and professional development
- Organize and manage time, people, and budget to run a productive practice
- Seek specialist expertise to identify planning and investment strategies
- Complete mandated training, assessments, performance goals, and continuing education
- Partner with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on client servicing, risk, investments, and banking products
- Educate clients on the bank’s service and banking offerings
- Ensure timeliness, accuracy, and completeness of client materials and follow up on requests
- Support policy and procedure alignment, operational excellence, client protection, and risk management
- Deepen and maintain client relationships by promoting banking offerings and communicating outputs to Financial Advisors
- Provide business development, investment solutions, and business management support to multiple Financial Advisors
Requirements
What you’ll need- SIE, Series 7, and Series 66 licenses must be obtained within 120 days; Series 63 and 65 accepted in lieu of Series 66 if previously held
- SAFE Act registration, background check, and continued good standing required
- Confidence working as a self-starter in a sales role
- Strong client relationship-building, communication, collaboration, and interpersonal skills
- Proactive mindset and effective time management
- Results-driven growth mindset and prioritization of client interests
- Ability to identify appropriate client solutions and apply new information
- Ability to quickly build trust and credibility
- Ability to assess needs and recommend appropriate solutions
- Ability to work collaboratively with partners and independently
- Ability to listen and probe for clarity and understanding
- Entrepreneurial mindset and ability to source clients through prospecting and networking
- Strong follow-through skills
- Computer/technical literacy and proficiency in applications such as Microsoft Suite
- Bachelor's degree and/or a minimum of one year of work experience (desired qualification)
- Ability to learn and adapt to new technology or applications
- Ability to execute multiple tasks simultaneously
Benefits
Comp & perks- Dedicated study time for Securities Industry Essentials (SIE), Series 7, and Series 66 exams
- Dedicated training preparing for the Financial Advisor trainee role
- Dedicated programs, tools, and resources throughout the career journey
- World-class training and onboarding programs
- Training and one-on-one coaching from Bank of America Academy and local leadership
- Continuing education opportunities
- 37.5 hours per week
- Full-time employment