Wealth Management Client Associate

Bank of America•Richmond, VA

23d•Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services to individuals, companies, and institutions. Its Financial Advisors and Wealth Management Client Associates support clients through personal relationships and advice, combining Merrill investment insights with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with expectations and flexibility based on role responsibilities and business needs. 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 serves as a frequent point of contact for clients’ service needs and supports day-to-day team activities.

Requirements

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

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.
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 seasonal increases in need, while maintaining a client-first mindset.