Wealth Management Client Associate

Bank of America•Bainbridge Island, WA

16d•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 help clients pursue their life goals through personal relationships, investment advice, and guidance, 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 Advisors’ businesses, customizing solutions to their needs. The associate is often the most frequent Merrill point of contact for clients’ service needs. Merrill describes its workplace as committed to an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs.

Requirements

Enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results.
Client-centric mindset, acting in the best interest of the client.
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 proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.

Nice To Haves

Currently holds or is 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 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.
Detail-oriented.
Commitment to continuous learning and professional growth.
Sound judgment and discretion when handling sensitive information.

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.