Wealth Management Client Associate

Bank of America • Boulder, CO

3d • 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 work with clients through advisory relationships, supported by Merrill investment insights and Bank of America banking services. Merrill emphasizes an in-office culture for collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

The Wealth Management Client Associate provides client-service support to potentially multiple Financial Advisors. The role supports enterprise strategic objectives, operational excellence, and client advocacy within the Financial Advisor’s business, tailoring solutions to specific needs. The associate is often the most frequent Merrill point of contact for clients’ service needs. The position is based at the listed Boulder, Colorado location, is first shift, and has a stated work week of 37.5 hours. Pay is $25.00–$44.00 per hour, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and benefits.

Requirements

• 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.
• High school diploma, GED, secondary school, or equivalent.

Nice To Haves

• Currently hold or be pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66; Series 63 and 65 are accepted in lieu of Series 66.
• Possess industry knowledge and an understanding of investment products.
• Have experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Be comfortable operating in a fast-paced environment with changing and evolving responsibilities.
• Be detail oriented.
• Demonstrate a commitment to continuous learning and professional growth.
• Exhibit sound judgment and discretion when handling sensitive information.
• Have strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Demonstrate professional verbal and written communication skills.
• Skills listed: 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.

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 the bank’s 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 the incorporation of banking 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.
• Annual discretionary incentive plan eligibility, with awards based on individual performance and behaviors, line-of-business or group performance and contributions, and overall company success.
• Employee resources and support.

What This Job Offers

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