Wealth Management Client Associate
About The Position
Merrill Wealth Management provides goals-based wealth management, investment products, and services to individuals, companies, and institutions. Wealth Management Client Associates work with Financial Advisors and advisory teams to help clients pursue their financial and life goals, supported by Merrill investment insights and Bank of America banking services. This role provides client service support to potentially multiple Financial Advisors. The associate supports strategic objectives, operational excellence, and client advocacy within the advisors’ businesses, tailoring solutions to their needs and serving as a frequent point of contact for clients’ service needs. Merrill promotes an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. The position is based in Highland Park, Illinois. It is a first-shift role of 37.5 hours per week. The hourly pay range is $25.00 to $44.00, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive and company benefits, including paid time off.
Requirements
- Be an enthusiastic, highly motivated self-starter with a strong work ethic and 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.
- 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.
- 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.
- 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 services 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 bank offerings and encouraging their incorporation 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 demand, while maintaining a client-first mindset.
Benefits
- Benefits eligibility.
- Access to paid time off.
- Eligibility to participate in the annual discretionary incentive plan.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
