Wealth Management Client associate
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 advice for life goals such as retirement, education, and legacy planning. Its Financial Advisors and Wealth Management Client Associates support clients through a personal advisory relationship and have access to 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, operational excellence, and client advocacy within the Financial Advisor’s business, tailoring solutions to specific needs. The associate serves as a frequent point of contact for clients’ service needs. Merrill describes its culture as in-office, supporting collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.
Requirements
- Enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results.
- Client-centric mindset, consistently acting in the client’s best interest.
- Ability to learn and adapt to new information and technology platforms.
- High school diploma, GED, secondary school credential, 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, 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 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 encouraging banking integration into 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.
Benefits
- Access to paid time off.
- Resources and support for employees.
- Eligible to participate in the annual discretionary incentive plan.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
