Registered Wealth Management Client Associate

Bank of America • Northbrook, IL

25d • $25 - $45 • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions, including goals-based advice for retirement, education, legacy, and other life goals. Its Financial Advisors and Wealth Management Client Associates support clients through personal advisory relationships, investment insights, 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 strategic objectives, operational excellence, and client advocacy within the Financial Advisors’ business, tailoring solutions to specific needs. The associate is generally the most frequent Merrill point of contact for clients’ service needs. The role is based at the listed Northbrook, Illinois location and Merrill describes its culture as in-office, 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 the licenses are not held, they 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 act in the client’s best interest.
• Be able to learn and adapt to new information and technology platforms.
• Have a high school diploma, GED, secondary school qualification, 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.
• Detail orientation.
• 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 services and banking offerings.
• Ensure client materials are timely, accurate, and complete, and follow up on client and Financial Advisor requests.
• Help ensure practices comply 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 banking integration 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.
• Eligibility to participate in the annual discretionary 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: High school or GED