Wealth Management Client Associate

Bank of America•Pasadena, CA

2d•$25 - $44•Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions. Its Financial Advisors and Wealth Management Client Associates help clients pursue their goals through personal advisory relationships, investment advice, and access to 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 Advisor’s business, customizing solutions to specific needs. The associate is often the most frequent Merrill contact for clients’ service needs. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. Employees currently working from home may apply, but a selected candidate may be required to work onsite in accordance with the workplace excellence policy. The role is based in Pasadena, California, is a first-shift position, and is scheduled for 37.5 hours per week. It pays $25.00–$44.00 per hour, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive and benefits.

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.
Have the ability 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.
Possess industry knowledge and an understanding of investment products.
Have experience working with clients, quickly fulfilling 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 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.
Mandarin speaking preferred.

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 incorporating 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.