Private Wealth Client Associate
Bank of America
About the Role
Merrill Wealth Management is seeking a Private Wealth Client Associate to provide client service support to Financial Advisors (FAs). This role is integral to supporting enterprise strategic objectives, operational excellence goals, and client advocacy.
Key Responsibilities
- Provides excellent client service through educating clients on the bank's 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 daily practices, communicating outputs to the FA.
- Supports day-to-day team activities and needs, including covering roles during absences or seasonal needs, while leading 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.
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.
- 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
Minimum Education Requirement
- High School Diploma / GED / Secondary School or equivalent.