Wealth Management Client Associate

Bank of America • Tallahassee, FL

10d • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services to individuals, companies, and institutions. Its goals-based wealth management services include planning for retirement, education, legacy, and other life goals through investment advice and guidance. Financial Advisors and Wealth Management Client Associates work with clients through a personal advisory relationship, drawing on Merrill investment insights and Bank of America banking services. Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on 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, while tailoring solutions to specific needs. The associate is often the primary point of contact within Merrill for addressing clients’ service 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.
• 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 their needs, delivering complex solutions, and providing an excellent client experience.
• Be comfortable operating 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.

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.

What This Job Offers

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