Private Wealth Client Associate

Bank of America • Frederick, CO

3d • $25 - $44 • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services, including goals-based advice for retirement, education, legacy, and other life goals. Financial Advisors and Wealth Management Client Associates support clients through personal relationships and access to Merrill investment insights and Bank of America banking services.

The Private Wealth Client Associate provides client-service support to potentially multiple Financial Advisors. The role supports enterprise strategic objectives and operational excellence, advocates for clients within the Financial Advisor’s business, and customizes solutions to meet specific needs. The associate serves as a frequent point of contact for clients’ service needs. Merrill describes its culture as office-based, emphasizing collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

This position is based at 30 W Patrick St, Frederick, Maryland. It is a first-shift role with 37.5 hours per week. The listed pay range is $25.00–$44.00 per hour, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and benefits, including paid time off.

Requirements

• High school diploma, GED, secondary school education, or equivalent.
• 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.

Nice To Haves

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (Series 63 and 65 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.
• 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 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 the bank’s offerings and promoting the incorporation of banking 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, while maintaining a client-first mindset.

Benefits

• Benefits eligibility.
• Paid time off.
• Eligibility to participate in the 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.
• Access to resources and support for employees.

What This Job Offers

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