Private Wealth Client Associate

Bank of America • Atlanta, GA

7d

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services to individuals, companies, and institutions. Its goals-based approach includes advice and guidance for retirement, education, legacy, and other life goals. Merrill’s Financial Advisors and Wealth Management Client Associates support clients through personal relationships and access to Merrill investment insights and Bank of America banking services. Merrill describes its culture as in-office, with clear expectations and flexibility based on role responsibilities and business needs, and values employees’ varied backgrounds and perspectives.

The Private Wealth Client Associate provides client-service support to potentially multiple Financial Advisors. The role supports strategic and operational objectives and client advocacy within the advisors’ practices, tailoring solutions to specific needs. The associate is often the most frequent Merrill point of contact for clients’ service needs. The position is listed as first shift, with 37.5 hours per week. The posting notes that employees currently working from home may apply, but selected candidates may be required to work onsite under the workplace excellence policy.

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Client-centric mindset and commitment to acting in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.
• High school diploma, GED, secondary school, or equivalent.
• Professional verbal and written communication skills.
• Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce.

Nice To Haves

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 licenses; Series 63 and Series 65 are accepted in lieu of Series 66.
• Bachelor’s degree.
• Industry knowledge and understanding of investment products.
• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfort operating in a fast-paced environment with changing and evolving responsibilities.
• Detail-oriented approach.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Skills in 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

• Educate clients about the bank’s service and banking offerings while providing excellent client service.
• 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 highlighting bank offerings and encouraging banking integration into day-to-day practices; communicate outputs to the Financial Advisor.
• Support day-to-day team activities and needs, including covering roles during absences or seasonal increases in need, with a client-first mindset.

What This Job Offers

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