Private Wealth Client Associate

Bank of America • Atlanta, GA

5d • Onsite

About The Position

Merrill Wealth Management provides goals-based wealth management and investment products and services to individuals, companies, and institutions. Financial Advisors and Wealth Management Client Associates work with clients through personal advisory relationships, supported by 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 and operational objectives within the advisors’ practices, advocates for clients, and customizes solutions to meet practice needs. The associate is often the most frequent Merrill point of contact for clients’ service needs. Merrill describes its culture as committed to in-office collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

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.
• Have the ability to learn and adapt to new information and technology platforms.
• Meet the minimum education requirement of a high school diploma, GED, secondary school credential, 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.
• Bachelor’s degree.
• 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 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 bank 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 demand, while maintaining a client-first mindset.

What This Job Offers

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