Registered Private Wealth Client Associate

Bank of America • Spokane, WA

3d • $25 - $45 • Onsite

About The Position

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

The Registered 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 Advisors’ practices, customizing solutions to meet their specific needs. The associate serves as a frequent point of contact for clients’ service needs and works in an in-office culture with role-specific flexibility. The position is based at the Spokane Financial Center in Spokane, Washington. It is a first-shift role with 37.5 hours per week.

Requirements

• Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Series 63 and Series 65 are accepted in lieu of Series 66. If the licenses are not currently held, they must be obtained within a specified timeframe when hired into a registered job code.
• Possesses advanced industry knowledge and an understanding of investment products.
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results.
• Demonstrates a client-centric mindset and acts in the client’s best interest.
• Can learn and adapt to new information and technology platforms.
• High School Diploma, GED, secondary school, or equivalent.

Nice To Haves

• 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

• Provides excellent client service by educating clients about the bank’s service and banking offerings.
• Ensures client materials are timely, accurate, and complete, and follows up on client and Financial Advisor requests.
• Helps ensure practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by emphasizing bank offerings and promoting the incorporation of banking into day-to-day practices, while communicating outputs to the Financial Advisor.
• Supports 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.
• Access to paid time off.
• Resources and support for employees.
• Eligible to participate in the 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.

What This Job Offers

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