Wealth Management Client Associate

About the Role

Merrill Wealth Management provides comprehensive wealth management and investment products and services. Our Financial Advisors and Wealth Management Client Associates help clients pursue their life goals through personalized advisory teams. We offer access to Merrill’s investment insights combined with Bank of America’s banking convenience.

This role provides client service support to potentially multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy. The Wealth Management Client Associate serves as the primary point of contact for addressing client service needs.

Key Responsibilities

• Provides excellent Client Service by educating clients on bank service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (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, communicating outputs to the FA.
• Supports day-to-day team activities and needs, including covering roles during absences or seasonal increases, while maintaining 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.
• High School Diploma / GED / Secondary School or equivalent.
• Microsoft Word, Excel, PowerPoint, and Salesforce.

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).
• Certified Financial Planner™ (CFP®) designation, or active progress toward obtaining the CFP® certification.
• Advanced knowledge of financial planning and wealth management principles.
• Industry knowledge and understanding of investment products.
• Experience working with clients, quickly 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.
• Strong professional verbal and written communication skills.

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

Shift: 1st shift

Hours Per Week: 37.5