Wealth Management Client Associate

Bank of America • New York, NY

2d • $25 - $44 • Onsite

About The Position

Merrill Wealth Management provides goals-based wealth management and investment products and services to individuals, companies, and institutions. Wealth Management Client Associates work with Financial Advisors to help clients pursue their goals through a personal advisory relationship. This role provides client service support to potentially multiple Financial Advisors, supporting their business’s strategic objectives, operational excellence, and client advocacy. The associate serves as a frequent point of contact for clients’ service needs and customizes solutions to the needs of the advisory team. Merrill describes its culture as in-office, with collaboration, engagement, and career development supported by clear in-office expectations and flexibility based on role responsibilities and business needs.

The position is based at 75 Rockefeller Plaza in New York, New York, and is scheduled for the first shift at 37.5 hours per week. 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, including access to paid time off.

Requirements

• Be an enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results.
• Demonstrate a client-centric mindset and act in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.
• High school diploma, GED, secondary school, or equivalent.
• Professional verbal and written communication skills.
• 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 are accepted in lieu of Series 66.
• Industry knowledge and understanding of investment products.
• Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfort operating in a fast-paced environment with changing and evolving responsibilities.
• Detail-oriented approach.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Skills in 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 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 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

• Eligible for benefits.
• Access to paid time off.
• Eligible to participate in the annual discretionary incentive plan, with awards based on individual performance 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