Wealth Management Client Associate

Bank of America • Wyomissing, PA

13d • 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 relationships and investment guidance, supported by 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 objectives and operational excellence within the Financial Advisor’s business, advocates for clients, and customizes solutions to their needs. The associate serves as a frequent point of contact for clients’ service needs. Merrill describes its culture as in-office, with role- and business-dependent flexibility. Internal employees working from home may apply, but selected candidates may be required to work onsite under the workplace excellence policy.

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 Series 65 are accepted in lieu of Series 66.
• Industry knowledge and understanding of investment products.
• Experience working with clients, promptly 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 Microsoft Word, Excel, PowerPoint, and Salesforce.
• Professional verbal and written communication skills.

Responsibilities

• Provide excellent client service by educating bank clients about service and banking offerings.
• Ensure client materials are timely, accurate, and complete, and follow up on client and Financial Advisor requests.
• Help keep practices aligned with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by emphasizing bank offerings and promoting banking in 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.

What This Job Offers

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