Registered Wealth Management Client Associate

Bank of America • Pflugerville, TX

24d • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. Its Financial Advisors and Wealth Management Client Associates support clients through personal advisory relationships, investment advice, and access to Bank of America banking services.

The Registered Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors. The role supports enterprise strategic objectives and operational excellence while advocating for clients and tailoring solutions to the needs of the Financial Advisor’s business. The associate serves as a frequent point of contact within Merrill for clients’ service needs. Merrill describes its culture as in-office, supporting collaboration, engagement, and career development, with role- and business-dependent flexibility. The position is listed for the first shift and is 37.5 hours per week.

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.
• Advanced industry knowledge and an understanding of investment products.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Client-centric mindset and commitment to acting in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.
• High school diploma, GED, secondary school, or equivalent.
• Skills listed: 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; Written Communications.

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 service and banking offerings.
• Ensure client materials are timely, accurate, and complete, and follow up on client and Financial Advisor requests.
• Help align practices 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 incorporating banking into clients’ 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.

What This Job Offers

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