Wealth Management Client Associate

Bank of America • New York, NY

1d • Onsite

About The Position

Merrill Wealth Management is a leading global provider of comprehensive wealth management and investment products and services, specializing in goals-based wealth management for individuals, companies, and institutions. Merrill's Financial Advisors and Wealth Management Client Associates assist clients in achieving their life goals through personalized advisory relationships, leveraging Merrill's investment insights and Bank of America's banking convenience. The company fosters an in-office culture with specific attendance requirements, while also offering flexibility based on role-specific considerations. Merrill values diversity and empowers employees to bring their authentic selves to work, contributing to a culture-driven, resilient, and results-focused community. This role is responsible for providing client service support to multiple Financial Advisors (FAs), aligning with enterprise strategic objectives, operational excellence, and client advocacy. The Client Associate will customize solutions based on client needs and serve as a 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
• 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
• Written Communications

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

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 to make a genuine impact and contribute to sustainable growth
• Eligible to participate in the annual discretionary plan based on individual performance, line of business/group performance, and overall company success

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