Wealth Management Client Associate

Bank of America • Melville, LA

27d • $25 - $44 • Onsite

About The Position

Merrill Wealth Management provides goals-based wealth management and investment products and services to individuals, companies, and institutions. Wealth Management Client Associates support potentially multiple Financial Advisors by advancing strategic objectives, operational excellence, and client advocacy within each advisor’s business. They customize solutions to advisors’ needs and serve as a frequent point of contact for clients’ service needs. Merrill describes its work culture as committed to in-office collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The position is based at the Bank of America office at 300 Broadhollow Road in Melville, New York. The role is first shift and scheduled for 37.5 hours per week.

Requirements

• 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.
• High school diploma, GED, secondary school, or equivalent.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.
• Detail-oriented, with sound judgment and discretion when handling sensitive information.
• Ability to operate in a fast-paced environment with changing and evolving responsibilities.
• Skills include 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.

Nice To Haves

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 licenses; Series 63 and 65 are accepted in lieu of Series 66.
• Industry knowledge and understanding of investment products.
• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Commitment to continuous learning and professional growth.

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 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 eligible.
• Access to paid time off.
• Eligible to participate in the annual discretionary plan, with awards based on individual performance and behavior, business or group performance and contributions, and overall company success.
• Industry-leading benefits, resources, and employee support.

What This Job Offers

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