Wealth Management Client Associate

Bank of America • Melville, NY

2d • Onsite

About The Position

Merrill Wealth Management provides goals-based wealth management, investment products, advice, and guidance to individuals, companies, and institutions. Its Financial Advisors and Wealth Management Client Associates support clients through personalized advisory relationships and access to Merrill investment insights and Bank of America banking services. Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors. The role supports strategic and operational objectives and client advocacy within the Financial Advisors’ business, tailoring solutions to their specific needs. The associate serves as a frequent point of contact for clients’ service needs and helps deliver accurate, timely service while supporting relationship development and operational excellence.

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results.
• Client-centric mindset, acting in the client’s best interest.
• Ability to learn and adapt to new information and technology platforms.
• High school diploma, GED, secondary school qualification, or equivalent.
• Professional verbal and written communication skills.
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
• Detail-oriented, with sound judgment and discretion when handling sensitive information.

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, 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.
• Commitment to continuous learning and professional growth.

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 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 periods of increased seasonal need, while maintaining a client-first mindset.

Benefits

• Benefits eligibility.
• Paid time off.
• Eligible to participate in an annual discretionary incentive plan; awards are based on individual performance and behaviors, line of business or group performance and contributions, and overall company success.
• Access to resources and support for employees.

What This Job Offers

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