Wealth Management Client Associate

Bank of America • Albuquerque, NM

18d

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. Its advisory teams offer goals-based wealth management, investment advice, and guidance for goals such as retirement, education, and legacy planning. Merrill combines investment insights with the banking convenience of Bank of America.

The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors (FAs). The role supports strategic and operational objectives and client advocacy within the FA’s business, tailoring solutions to specific needs. The associate is typically the most frequent point of contact at Merrill for clients’ service needs.

Merrill maintains an in-office culture to support collaboration, engagement, and career development, with role-specific flexibility based on 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.

Requirements

• Be an enthusiastic, highly motivated self-starter with a strong work ethic and a strong 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 accepted in lieu of Series 66).
• Industry knowledge and understanding of investment products.
• Experience working with clients, fulfilling needs quickly, 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 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 banking integration into day-to-day practices; communicate outcomes 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.

What This Job Offers

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