Wealth Management Client Associate
Bank of America
About Merrill Wealth Management
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. Specializing in goals-based wealth management, they assist clients with retirement planning, education, legacy, and other life goals through investment advice and guidance.
About the Role
This role provides client service support to Financial Advisors (FAs). The Wealth Management Client Associate serves as the primary point of contact for clients, addressing all their service needs and supporting enterprise strategic objectives, operational excellence goals, and client advocacy.
Key Responsibilities
- Provides client service through educating clients on bank service and banking offerings.
- Ensures timeliness, accuracy, and completeness in client materials and follows up on 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.
- Supports day-to-day team activities, including covering roles during absences or increased seasonal needs, with a client-first mindset.
Requirements & Tech Stack
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
- Demonstrates a client-centric mindset.
- Ability to learn and adapt to new information and technology platforms.
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
- Professional verbal and written communication skills.
Qualifications
- High School Diploma / GED / Secondary School or equivalent.
- 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
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 understanding of investment products.
- Experience working with clients, fulfilling needs, delivering complex solutions, and providing an excellent client experience.
- Comfortable operating in a fast-paced environment with changing responsibilities.
- Detail-oriented.
- Commitment to continuous learning and professional growth.
- Sound judgment and discretion when handling sensitive information.
Shift: 1st shift
Hours Per Week: 37.5