Wealth Management Client Associate

Bank of America • Columbia, SC

5d • $25 - $44 • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services, including goals-based advice for retirement, education, legacy, and other life goals. Wealth Management Client Associates support potentially multiple Financial Advisors and their clients, contributing to strategic objectives, operational excellence, and client advocacy while tailoring support to the needs of the Financial Advisor’s business. The associate serves as a frequent point of contact for client service needs and helps clients access Merrill’s investment insights and Bank of America’s banking services.

Merrill describes its culture as in-office, supporting collaboration, engagement, and career development, with expectations and flexibility based on role responsibilities and business needs. Internal employees currently working from home may apply, but selected employees may be required to work onsite under the workplace excellence policy. This position is based in Columbia, Maryland, is first shift, and has a stated workweek of 37.5 hours. The role is eligible for benefits and an annual discretionary incentive plan.

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 always 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, promptly 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 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.
• Skills listed include 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 all 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, and 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.

Benefits

• Benefits eligibility
• Access to paid time off
• Eligibility to participate in an annual discretionary incentive plan, with awards based on individual performance and behaviors, line-of-business and/or group performance and contributions, and overall company success
• Resources and support for employees

What This Job Offers

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