Wealth Management Client Associate

Bank of America • Northbrook, IL

34d • $25 - $44 • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services, including goals-based advice for retirement, education, legacy, and other life goals. Wealth Management Client Associates support potentially multiple Financial Advisors by providing client service and helping advance strategic objectives, operational excellence, and client advocacy within the advisors’ businesses. They customize support to the advisors’ needs and serve as a frequent point of contact for clients’ service needs.

The role is based at the Northbrook, Illinois location and is associated with a first shift and 37.5 hours per week. Merrill describes its workplace approach as an in-office culture supporting collaboration, engagement, and career development, with flexibility depending on role-specific responsibilities and business needs. The position is eligible for the annual discretionary plan and company 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.
• Demonstrate professional verbal and written communication skills.
• Have strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce.

Nice To Haves

• Currently hold or be pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (Series 63 and 65 accepted in lieu of Series 66).
• Possess industry knowledge and understanding of investment products.
• Have experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Be comfortable working 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.
• 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.

Responsibilities

• Provide excellent client service and educate 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 in 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 eligibility
• Access to paid time off
• Eligibility to participate in the annual discretionary plan and receive an annual discretionary award based on individual results and behaviors, line-of-business and/or group performance and contributions, and overall company success

What This Job Offers

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