Wealth Management Client Associate
Bank of America
About the Role
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue their life goals through a personal relationship with their advisory team. This role provides client service support to potentially multiple Financial Advisors (FAs).
Key Responsibilities
- Provides excellent Client Service to bank clients by educating them on service and banking offerings.
- Ensures timeliness, accuracy, and completeness in client materials and follows up on client and Financial Advisor (FA) requests.
- Assists in aligning practices with bank policies and procedures to support operational excellence, protect clients, and manage risk.
- Identifies, deepens, and maintains client relationships by emphasizing bank offerings and promoting banking integration, communicating outputs to the FA.
- Supports day-to-day team activities and needs, including covering roles during absence or increased need, with a client-first mindset.
Requirements & Tech Stack
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
- Demonstrates a client-centric mindset, always acting in the best interest of the client.
- Ability to learn and adapt to new information and technology platforms.
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
- Demonstrates professional verbal and written communication skills.
Qualifications
- High School Diploma / GED / Secondary School or equivalent.
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.
Skills
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications