Registered Wealth Management Client Associate

Bank of America • Burlington, VT

2d • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions, with a focus on goals-based planning and advice. This position provides client service support to potentially multiple Financial Advisors (FAs), helping advance strategic objectives, operational excellence, and client advocacy while tailoring solutions to the needs of the FA's business. The associate serves as a frequent point of contact for Merrill clients' service needs.

Merrill describes its culture as in-office, supporting collaboration, engagement, and career development, with flexibility appropriate to role responsibilities and business needs. The organization values employees' varied perspectives and backgrounds.

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.
• Advanced industry knowledge and understanding of investment products.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Client-centric mindset, acting in the best interest of the client.
• Ability 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.
• Detail oriented.
• 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 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, and Written Communications.

Responsibilities

• Provide excellent client service by educating clients about the bank's services 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 encouraging banking integration into day-to-day practices; communicate outputs to the FA.
• 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: No Education Listed