Wealth Management Client Associate

Bank of America • Bridgeport, CT

5d • Onsite

About The Position

The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors (FAs), advancing enterprise strategic objectives and operational excellence while advocating for clients. The role customizes solutions to meet the needs of the FA’s business and serves as a frequent point of contact within Merrill for clients’ service needs.

Merrill Wealth Management provides goals-based wealth management, investment products, and services for individuals, companies, and institutions. Its advisory teams combine Merrill investment insights with the banking convenience of Bank of America. Merrill describes its workplace approach as in-office, supporting collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs.

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 always act in the client’s best interest.
• Have the ability to learn and adapt to new information and technology platforms.
• Have a high school diploma, GED, secondary school qualification, 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 are accepted in lieu of Series 66.
• Have 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 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 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 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.

What This Job Offers

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