Wealth Management Client Associate

Bank of America • Denver, CO

5d • $25 - $44 • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions, including goals-based planning and investment advice. Wealth Management Client Associates support clients through a personal relationship with their advisory team, backed by Merrill investment insights and Bank of America banking services.

This role provides client service support to potentially multiple Financial Advisors (FAs). It supports strategic and operational objectives within the FA's business, advocates for clients, and customizes solutions to meet specific needs. The associate is often the most frequent point of contact at Merrill for clients' service needs. Merrill describes its workplace as having an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

The role is based at 200 Josephine St, Denver, Colorado. It is a first-shift position with 37.5 hours per week. The stated hourly pay range is $25.00–$44.00, 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 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 education, or equivalent.

Nice To Haves

• Currently hold or be pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66; Series 63 and Series 65 are accepted in lieu of Series 66.
• Industry knowledge and an 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.
• Strong attention to detail.
• Commitment to continuous learning and professional growth.
• Sound judgment and discretion when handling sensitive information.
• Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce.
• 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 clients on 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 their incorporation into day-to-day practices; communicate outputs to the FA.
• 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 an 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.
• Industry-leading benefits, resources, and support for employees.

What This Job Offers

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