Private Wealth Client Associate

Bank of America•Boston, MA

1d•$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 a personal advisory relationship, drawing on 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 strategic objectives and operational excellence, advocates for clients, and customizes solutions to meet the needs of the advisors’ practices. The associate is typically the most frequent Merrill point of contact for clients’ service needs. Merrill emphasizes an in-office culture for collaboration, engagement, and career development, with role-appropriate flexibility based on responsibilities and business needs. This position is located at 100 Federal Street in Boston, Massachusetts. It is a first-shift role scheduled for 37.5 hours per week. The hourly pay range is $25.00 to $44.00, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and company benefits, including paid time off.

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 always act in the client’s best interest.
Be able to learn and adapt to new information and technology platforms.
Minimum education: High school diploma, GED, secondary school, 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, promptly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
Be comfortable working in a fast-paced environment with changing and evolving responsibilities.
Be detail oriented.
Demonstrate a 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 bank offerings and encouraging the incorporation of banking into clients’ day-to-day practices; communicate relevant outputs to the Financial Advisor.
Support day-to-day team activities and needs, including covering roles during absences or seasonal increases in demand, while maintaining a client-first mindset.