Registered Wealth Management Client Associate

Bank of America • Stamford, CT

4d • $25 - $45 • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services. The Registered Wealth Management Client Associate supports potentially multiple Financial Advisors (FAs), advancing 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 and addresses their service needs.

Merrill describes its workplace culture as in-office, supporting collaboration, engagement, and career development, with flexibility appropriate to role-specific responsibilities and business needs. This role is based at listed locations in Greenwich or Stamford, Connecticut. It is a first-shift position scheduled for 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. If licenses are not currently held, they must be obtained within a specified timeframe when hired into a registered job code.
• Advanced industry knowledge and an understanding of investment products.
• Enthusiastic, highly motivated self-starter with a strong work ethic and an 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.

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 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

• 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 requests from clients and Financial Advisors.
• 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.
• Eligible to participate in the annual discretionary incentive plan, with awards 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
• Education Level: No Education Listed