Wealth Management Client Associate

Bank of America • Columbia, SC

3d • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. Its goals-based services include investment advice and guidance for retirement, education, legacy, and other life goals. Financial Advisors and Wealth Management Client Associates support clients through a personal relationship with their advisory team, drawing on Merrill investment insights and Bank of America banking services. Merrill describes its culture as in-office, supporting collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors. The role supports strategic objectives, operational excellence, and client advocacy within the Financial Advisor’s business, customizing solutions to specific needs. The associate is typically the most frequent Merrill point of contact for clients’ service needs.

The position is based at the Merrill Lynch Building in Columbia, Maryland, and is listed as first shift for 37.5 hours per week. The role is benefits eligible and eligible to participate in an annual discretionary incentive plan.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and 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.

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, fulfilling needs quickly, delivering complex solutions, and providing an excellent client experience.
• Comfort operating in a fast-paced environment with changing and evolving responsibilities.
• Attention to detail.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.

Responsibilities

• Provide excellent client service by educating clients on 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 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, including access to paid time off.
• Eligibility to participate in an annual discretionary incentive plan; awards are based on individual performance and behaviors, line-of-business and/or group performance and contributions, and the overall success of the company.

What This Job Offers

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