Wealth Management Client Associate
About The Position
Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions, including goals-based advice for retirement, education, legacy, and other life goals. Financial Advisors and Wealth Management Client Associates support clients through personal advisory relationships, drawing on 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 strategic and operational objectives within the Financial Advisor’s business, advocates for clients, and customizes service solutions to the team’s needs. The associate is typically the most frequent Merrill point of contact for clients’ service needs. Merrill describes its culture as in-office, supporting collaboration, engagement, and career development, with flexibility based on role 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 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 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.
- 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.
Responsibilities
- Provide excellent client service by educating clients about the bank’s services 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 encouraging incorporation of banking 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.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
