Wealth Management Client Associate

Bank of America • Village of Lynbrook, NY

13d • $25 - $44 • Onsite

About The Position

The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors (FAs), helping advance strategic objectives, operational excellence, and client advocacy within the FA’s business. The role customizes solutions to meet the needs of the advisory team and serves as a frequent point of contact for clients’ service needs. Associates educate clients about the bank’s services and offerings, respond to client and FA requests, support compliant operations, and help maintain client relationships. Merrill’s approach emphasizes an in-office culture supporting collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. This is a first-shift position based in Lynbrook, New York, with 37.5 hours per week. The role pays $25.00–$44.00 per hour, with offers based on experience, education, and skill set, and is eligible for an annual discretionary incentive plan.

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.

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.
• Possess industry knowledge and an understanding of investment products.
• Have experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Be comfortable operating 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.
• Have strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Demonstrate professional verbal and written communication skills.
• Skills listed: 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 bank 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 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 need, while maintaining a client-first mindset.

Benefits

• Benefits eligible.
• 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 contributions, and overall company success.
• Employee resources and support.

What This Job Offers

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