Private Wealth 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. Financial Advisors and Wealth Management Client Associates support clients through a personal relationship with their advisory team, emphasizing transparency and leveraging 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, with clear in-office expectations and appropriate flexibility based on role.

Key Responsibilities

• Provides client service support to potentially multiple Financial Advisors (FAs).
• Supports enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business.
• Customizes solutions based on specific client needs.
• Serves as the most frequent point of contact within Merrill to address all service needs of clients.
• Educates clients on all of the bank's service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials.
• 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.
• Communicates outputs to the FA.
• Supports day-to-day team activities and needs, including covering roles during absences or seasonal need increases.
• Leads with a client-first mindset.

Requirements & Tech Stack

• Microsoft Word
• Excel
• PowerPoint
• Salesforce

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

Qualifications

• 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.
• Ability to learn and adapt to new information and technology platforms.
• 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.
• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast-paced environment with changing and evolving responsibilities.
• Detail-oriented.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Strong computer application skills.
• Professional verbal and written communication skills.