Private Wealth Client Associate

Bank of America • Frederick, MD

2d • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions. Its goals-based wealth management approach includes planning for retirement, education, legacy, and other life goals through investment advice and guidance. 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 an in-office culture focused on collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

The Private Wealth Client Associate provides client service support to potentially multiple Financial Advisors. The role supports enterprise strategic objectives, operational excellence, and client advocacy within the Financial Advisor's business, tailoring solutions to specific needs. The associate serves as a frequent point of contact for clients' service needs and supports the team's day-to-day activities.

Requirements

• Be an enthusiastic, highly motivated self-starter with a strong work ethic and a strong 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, or equivalent.
• Professional verbal and written communication skills.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Demonstrate sound judgment and discretion when handling sensitive information.

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.
• Industry knowledge and understanding of investment products.
• Experience working with clients, promptly 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.

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 encouraging incorporation of banking 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, while maintaining a client-first mindset.

Benefits

• Eligible for benefits.
• Access to paid time off.
• Eligible to participate in the annual discretionary incentive plan, with awards based on individual performance and behaviors, line of business and/or group contributions, and overall company success.

What This Job Offers

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