Private Wealth Client Associate

Bank of America • Newport Beach, CA

5d • $25 - $44 • Onsite

About The Position

Merrill Wealth Management provides goals-based wealth management and investment products and services to individuals, companies, and institutions. Its Financial Advisors and Wealth Management Client Associates support clients through personal relationships, investment insights, and access to Bank of America banking services.

The Private Wealth Client Associate provides client service support to potentially multiple Financial Advisors. The role supports strategic objectives and operational excellence while advocating for clients and customizing solutions to the needs of the Financial Advisor’s business. The associate is expected to serve as the most frequent Merrill contact for clients’ service needs. Merrill maintains an in-office culture intended to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

This position is based in Newport Beach, California, is a first-shift role, and has a stated schedule of 37.5 hours per week. The hourly pay range is $25.00–$44.00, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and benefits.

Requirements

• Be an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
• Demonstrate a client-centric mindset and act in the client’s best interest.
• Be able to learn and adapt to new information and technology platforms.
• High school diploma, GED, secondary school education, or equivalent.

Nice To Haves

• Currently hold or be pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66; Series 63 and 65 are accepted in lieu of Series 66.
• Possess industry knowledge and an understanding of investment products.
• Have experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Be comfortable operating in a fast-paced environment with changing and evolving responsibilities.
• Be detail oriented.
• Demonstrate commitment to continuous learning and professional growth.
• Exhibit sound judgment and discretion when handling sensitive information.
• Have strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Demonstrate professional verbal and written communication skills.

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 banking integration into day-to-day practices, while communicating 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.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Eligibility to participate in an annual discretionary incentive plan, with awards based on individual performance and behaviors, line-of-business and/or group performance and contributions, and the overall success of the company.
• Resources and support for employees.

What This Job Offers

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