Wealth Management Client Associate

Bank of America • Baton Rouge, LA

31d • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions, with a focus on goals-based planning and investment guidance. Wealth Management Client Associates work with Financial Advisors to support clients through a personal advisory relationship, drawing on Merrill investment insights and Bank of America banking services.

This role provides client service support to potentially multiple Financial Advisors. It supports strategic and operational objectives within the advisors’ businesses, advocates for clients, and tailors solutions to their needs. The associate is often the most frequent Merrill point of contact for clients’ service needs. Merrill describes its workplace culture as in-office, with role-specific flexibility based on responsibilities and business needs.

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.
• Have the ability to learn and adapt to new information and technology platforms.
• High school diploma, GED, secondary school education, 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 meeting 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 a 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.
• Relevant skills 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 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 the bank’s offerings and incorporating banking into day-to-day practices; communicate relevant 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.

What This Job Offers

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