Private Wealth Client Associate

About the Role

Merrill Wealth Management provides comprehensive wealth management and investment products and services. We specialize in goals-based wealth management, helping clients plan for retirement, education, legacy, and other life goals. Our Financial Advisors and Wealth Management Client Associates partner with clients to help them pursue their envisioned life. We foster trust through transparency and equip our advisory teams with the investment insights of Merrill and the banking convenience of Bank of America. Merrill is committed to an in-office culture supporting collaboration, engagement, and career development, with clear in-office expectations and appropriate flexibility.

Key Responsibilities

• Provide client service support to potentially multiple Financial Advisors (FAs).
• Support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business.
• Customize solutions based on specific client needs.
• Serve as the most frequent point of contact for addressing all client service needs.
• Educate clients on the bank's service and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests.
• Assist in ensuring practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing the bank's offerings and promoting the incorporation of banking into day-to-day practices, communicating outputs to the FA.
• Support day-to-day team activities and needs, including covering roles during absences or seasonal increases, with a client-first mindset.

Requirements & Tech Stack

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• 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.
• 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.
• Commitment to continuous learning and professional growth.
• 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

Shift: 1st shift

Hours Per Week: 37.5