Private Wealth Client Associate

Bank of America • Newport Beach, CA

3d • Onsite

About The Position

Merrill Wealth Management, part of Bank of America, provides wealth management and investment products and services to individuals, companies, and institutions. This role provides client service support to potentially multiple Financial Advisors, helping meet the advisors’ business needs while supporting enterprise strategic objectives, operational excellence, and client advocacy. The associate is typically the most frequent Merrill point of contact for clients’ service needs and customizes solutions based on those needs.

Merrill maintains an in-office culture focused on collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. Internal employees currently working from home may apply, but selected candidates may be required to work onsite in accordance with the Workplace Excellence policy. The position is based in Newport Beach, California, is eligible for benefits and an annual discretionary incentive plan, and has a stated schedule of 37.5 hours per week on first shift.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and a strong 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.

Nice To Haves

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66; Series 63 and 65 are accepted in lieu of Series 66.
• 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.
• Attention to detail.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.
• 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

• 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 bank offerings and promoting their incorporation into clients’ 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.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Eligible to participate in an annual discretionary incentive plan; awards are based on individual performance and behaviors, line-of-business and/or group performance and contributions, and overall company success.
• Industry-leading benefits, resources, and support.

What This Job Offers

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