Wealth Management Client Associate

Bank of America • Greenwich, CT

1d • Onsite

About The Position

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the largest businesses of its kind in the world, specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. The company emphasizes trust through transparency and provides its advisory teams with access to Merrill's investment insights and Bank of America's banking convenience. Merrill is committed to an in-office culture with specific requirements for office-based attendance, while allowing for appropriate flexibility based on role-specific considerations. The company values diversity and inclusion, fostering a work community that is culture-driven, resilient, results-focused, and effective. This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, with customized solutions based on specific needs. The job expects the associate to serve as the most frequent point of contact within Merrill to address all service needs of their clients.

Requirements

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Has the ability to learn and adapt to new information and technology platforms
• High School Diploma / GED / Secondary School or equivalent

Nice To Haves

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
• Possesses industry knowledge and an understanding of investment products
• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
• Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
• Is detail oriented
• Demonstrates a commitment to continuous learning and professional growth
• Exhibits sound judgment and discretion when handling sensitive information
• Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
• Demonstrates professional verbal and written communication skills

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Benefits

• industry-leading benefits
• access to paid time off
• resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve
• competitive benefits to support their physical, emotional, and financial well-being
• discretionary incentive eligible
• Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees