Private Wealth Client Associate

Bank of America • Charlotte, NC

5d • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services to individuals, companies, and institutions. Its Financial Advisors and Wealth Management Client Associates help clients pursue their life goals through personal advisory relationships, investment advice, and access to Bank of America banking services. Merrill describes its workplace culture as in-office, supporting collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

This role provides client service support to potentially multiple Financial Advisors (FAs). It supports strategic objectives, operational excellence, and client advocacy within the FA’s business, tailoring solutions to specific needs and serving as a frequent point of contact for clients’ service needs.

The McDade Group is a Private Wealth Management team based in Charlotte, North Carolina, serving a select group of families and individuals navigating the complexities of significant wealth. Its mission is to simplify clients’ wealth and lives so they can focus on personal and professional pursuits. The team seeks a Registered Client Associate who brings a positive attitude and strong energy and thrives in a collaborative team environment.

Requirements

• Currently hold FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Series 63 and 65 are accepted in lieu of Series 66.
• Possess advanced industry knowledge and an understanding of investment products.
• Be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Demonstrate a client-centric mindset and always act in the client’s best interest.
• Have the ability to learn and adapt to new information and technology platforms.
• Minimum education requirement: High school diploma, GED, secondary school, or equivalent.

Nice To Haves

• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Bachelor’s degree.
• Comfort operating in a fast-paced environment with changing and evolving responsibilities.
• Attention to detail.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.
• Skills listed: 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, and written communications.

Responsibilities

• Provide excellent client service by educating clients about the bank’s service and banking offerings.
• Ensure client materials are timely, accurate, and complete, and follow up on client and Financial Advisor requests.
• Help ensure practices align with bank 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 clients’ day-to-day practices; communicate outputs to the FA.
• Support day-to-day team activities and needs, including covering roles during absences or seasonal increases in need, while maintaining a client-first mindset.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED