Wealth Management Client Associate
Bank of America
About the Role
Merrill Wealth Management provides comprehensive wealth management and investment products and services. The Wealth Management Client Associate supports Financial Advisors (FAs) by providing client service support, addressing service needs, and advocating for clients within the FA's business.
Key Responsibilities
- Provides client service by educating clients on bank service and banking offerings.
- Ensures timeliness, accuracy, and completeness in client materials and follows up on client and FA 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, covering roles in times of absence or increased need, with a client-first mindset.
Requirements & Tech Stack
- Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
- Client-centric mindset, 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.
Qualifications
- High School Diploma / GED / Secondary School or equivalent.
- 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, fulfilling needs, delivering complex solutions, and providing an excellent client experience.
- Comfortable operating in a fast-paced environment with changing 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