Wealth Management Client Associate

Bank of America • Akron, OH

1d

About The Position

Merrill Wealth Management provides comprehensive 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, supporting strategic and operational objectives, and customizing solutions to the needs of the advisors’ practices. The associate is the most frequent point of contact within Merrill for clients’ service needs.

Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. Internal employees currently working from home may apply, but selected candidates may be required to work onsite under the workplace excellence policy. This role is listed as first shift, with 37.5 hours per week.

Requirements

• High school diploma, GED, secondary school qualification, 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 the 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, 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.
• 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 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 encouraging 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.

What This Job Offers

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