Registered Wealth Management Client Associate

Bank of America • Village of Lynbrook, NY

2d • $25 - $45 • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions. Its goals-based approach includes investment advice and guidance for retirement, education, legacy, and other life goals. Financial Advisors and Wealth Management Client Associates work with clients through personal advisory relationships, supported by Merrill investment insights and Bank of America banking services.

This role provides client service support to potentially multiple Financial Advisors. The associate supports enterprise strategic objectives, operational excellence, and client advocacy within the Financial Advisors’ business, customizing solutions to meet specific needs. The role serves as a frequent point of contact for clients’ service needs. Merrill maintains an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs.

The position is based at 266 Merrick Rd, Lynbrook, New York. It is a first-shift role scheduled for 37.5 hours per week, with an hourly pay range of $25.00 to $45.00, determined based on experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and is currently benefits eligible, with access to paid time off and other employee resources and support.

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 currently held, they must be obtained within a specified timeframe if 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.
• 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 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 banking integration into clients’ day-to-day practices; communicate outcomes 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

• Annual discretionary incentive plan award eligibility, based on individual performance and behaviors, line-of-business and/or group performance and contributions, and overall company success.
• Benefits eligibility.
• Access to paid time off.
• Employee resources and support.

What This Job Offers

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