Wealth Management Client Associate

About Merrill Wealth Management

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Specializing in goals-based wealth management, Merrill helps clients pursue their life goals through investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates partner with clients, supported by the investment insights of Merrill and the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.

Key Responsibilities

• Provides client service support to potentially multiple Financial Advisors (FAs).
• Supports enterprise strategic objectives, operational excellence goals, and client advocacy.
• Serves as the most frequent point of contact within Merrill to address client service needs.
• Provides excellent Client Service to bank clients, educating them on service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on client and FA requests.
• Assists with 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 the incorporation of banking into daily practices.
• Communicates client relationship progress to the FA.
• Supports day-to-day team activities, including covering roles during absences or seasonal need increases, while leading with a client-first mindset.

Requirements & Tech Stack

• 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.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.

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.
• Demonstrates professional verbal and written communication skills.

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

Minimum Education Requirement

• High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift

Hours Per Week: 37.5