Registered Wealth Management Client Associate

Bank of America • Garden City, KS

1d • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services to individuals, companies, and institutions. Its goals-based services include planning for retirement, education, legacy, and other life goals. Merrill’s Financial Advisors and Wealth Management Client Associates support clients through a personal relationship with their advisory team, combining Merrill investment insights with Bank of America banking convenience. Merrill describes its culture as in-office, with role-specific flexibility based on responsibilities and business needs, and emphasizes collaboration, engagement, career development, and valuing employees’ diverse perspectives and experiences.

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 is often the primary Merrill point of contact for clients’ service needs. The position is based at the Garden City, New York, office, is designated first shift, and has a 37.5-hour workweek. The role is benefits eligible and eligible to participate in an annual discretionary incentive plan.

Requirements

• Currently hold FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Series 63 and 65 are accepted in lieu of Series 66. If these licenses are not held, they must be obtained within a specified timeframe when 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 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.

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 bank 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.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in the annual discretionary incentive plan; awards are based on individual performance and behavior, business or group performance and contributions, and overall company success.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed