Wealth Management Client Associate

Bank of America•Bainbridge Island, WA

3d•$25 - $44•Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services, with a focus on goals-based advice for individuals, companies, and institutions. The Wealth Management Client Associate supports potentially multiple Financial Advisors (FAs), contributing to enterprise strategic objectives, operational excellence, and client advocacy while tailoring solutions to the needs of the FA’s business. The associate is often the most frequent point of contact at Merrill for clients’ service needs. Merrill supports an in-office culture centered on collaboration, engagement, and career development, with flexibility appropriate to role responsibilities and business needs. Internal employees currently working from home may apply, but a selected candidate may be required to work onsite under the workplace excellence policy. The position is based at 187 Parfitt Way SW, Bainbridge Island, Washington. It is a first-shift role scheduled for 37.5 hours per week. The hourly pay range is $25.00–$44.00, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and benefits, including access to paid time off and employee resources and support.

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.
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.
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 working in a fast-paced environment with changing and evolving responsibilities.
Be detail oriented.
Demonstrate commitment to continuous learning and professional growth.
Exercise 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 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.