Registered Private Wealth Client Associate

Bank of America • New York, NY

2d • $25 - $45 • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services to individuals, companies, and institutions. Its goals-based wealth management approach supports clients with retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue their goals through personal relationships with advisory teams, drawing on Merrill investment insights and the banking convenience of Bank of America.

This role provides client service support to potentially multiple Financial Advisors. It supports enterprise strategic objectives, operational excellence, and client advocacy within the Financial Advisor’s business, tailoring solutions to specific needs. The associate serves as the most frequent point of contact within Merrill for clients’ service needs. Merrill describes its work culture as in-office and collaborative, with role-specific flexibility based on responsibilities and business needs.

Requirements

• Currently hold FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Series 63 and Series 65 are accepted in lieu of Series 66. If not currently held, the licenses must be obtained within a specified timeframe if hired into a registered job code.
• Possess advanced industry knowledge and an understanding of investment products.
• 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.
• Have the ability to learn and adapt to new information and technology platforms.
• Have a high school diploma, GED, secondary school credential, 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.

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 incorporating banking into day-to-day practices, and communicate outcomes 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.
• Access to paid time off.
• Eligible to participate in the annual discretionary plan and receive an annual discretionary award 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
• Education Level: High school or GED