Wealth Management Client Associate
Bank of America
About the Role
Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned life through a personal relationship with their advisory team.
This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. The expectation is to serve as the most frequent point of contact within Merrill to address all service needs of their clients.
Key Responsibilities
- Provides excellent Client Service to clients by educating them on all service and banking offerings.
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
- Assists with ensuring practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
- Identifies, deepens, and maintains client relationships by emphasizing the bank's offerings and promoting the incorporation of banking into day-to-day practices, while communicating outputs to the FA.
- 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.
Requirements & Tech Stack
- 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
- Microsoft Word, Excel, PowerPoint, and Salesforce
- Account Management
Qualifications
- 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.
- Minimum Education: High School Diploma / GED / Secondary School or equivalent.
Desired Qualifications
- 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.
Shift: 1st shift
Hours Per Week: 37.5