Wealth Management Client Associate (FP)
About The Position
Merrill Wealth Management is a leading global provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Specializing in goals-based wealth management, Merrill assists clients with planning for retirement, education, legacy, and other life goals through investment advice and guidance. Financial Advisors and Wealth Management Client Associates at Merrill help clients pursue their life visions through personal relationships with dedicated advisory teams. The company emphasizes trust through transparency and provides access to Merrill's investment insights combined with Bank of America's banking convenience. Merrill is committed to an in-office culture with specific attendance requirements, while also offering an appropriate level of flexibility based on role-specific considerations. The company values diversity, fostering a work community that is culture-driven, resilient, results-focused, and effective. This specific role is responsible for providing client service support to multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy. The Client Associate acts as the most frequent point of contact for Merrill clients to address all their service needs, customizing solutions based on specific client requirements.
Requirements
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
- High School Diploma / GED / Secondary School or equivalent
Nice To Haves
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Responsibilities
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
