Wealth Management Client Associate

Bank of America•Monterey, CA

6d•Onsite

About The Position

Merrill Wealth Management is a provider of wealth management and investment products and services for individuals, companies, and institutions. Its goals-based approach includes planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates support clients through personal relationships with their advisory teams, with access to Merrill investment insights and Bank of America banking services. The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors. The role supports enterprise strategic objectives, operational excellence, and client advocacy within the Financial Advisor’s business, customizing solutions to specific needs. The associate is often the most frequent Merrill point of contact for clients’ service needs. Merrill describes its culture as committed to in-office collaboration, engagement, and career development, with flexibility based on role 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 first-shift role is listed at 37.5 hours per week and is located in Monterey, California. Pay is $25.00–$44.00 per hour, with offers determined by experience, education, and skill set. The role is eligible for a discretionary annual incentive plan and benefits.

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.
Have the ability to learn and adapt to new information and technology platforms.
Minimum education: 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 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 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 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 seasonal increases in need, while maintaining a client-first mindset.