Wealth Management Client Associate
About The Position
Merrill Wealth Management is a global leader in providing comprehensive wealth management and investment services, specializing in goals-based wealth management for individuals, companies, and institutions. Their Financial Advisors and Wealth Management Client Associates work to help clients achieve their life goals through personalized advisory relationships, leveraging Merrill's investment insights and Bank of America's banking convenience. Merrill fosters an in-office culture with specific attendance requirements, balanced with appropriate flexibility. The company values diversity and aims to create a culture-driven, resilient, and results-focused work community. This specific role is responsible for providing client service support to multiple Financial Advisors (FAs), focusing on enterprise strategic objectives, operational excellence, and client advocacy. The Client Associate will customize solutions based on client needs and serve as the primary point of contact for all client service inquiries within Merrill.
Requirements
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Nice To Haves
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Responsibilities
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to employees
- Discretionary incentive eligible
- Eligible to participate in the annual discretionary plan
- Competitive benefits to support physical, emotional, and financial well-being
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
