Wealth Management Client Associate

Bank of America•Lynbrook, NY

1d•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 support clients through personalized advisory relationships, 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 flexibility based on role 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, tailoring solutions to specific needs. The associate is typically the most frequent Merrill point of contact for clients’ service needs.

Requirements

Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results.
Client-centric mindset, acting in the best interest of the client.
Ability to learn and adapt to new information and technology platforms.
High school diploma, GED, secondary school qualification, or equivalent.

Nice To Haves

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66; Series 63 and 65 are accepted in lieu of Series 66.
Industry knowledge and understanding of investment products.
Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
Comfort operating in a fast-paced environment with changing and evolving responsibilities.
Detail oriented.
Commitment to continuous learning and professional growth.
Sound judgment and discretion when handling sensitive information.
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Professional verbal and written communication skills.

Responsibilities

Provide excellent client service by educating clients about the bank’s services 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 bank 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.