Wealth Management Client Associate

Bank of America•Denver, CO

3d•Onsite

About The Position

Merrill Wealth Management is a provider of wealth management and investment products and services for individuals, companies, and institutions. Its advisory teams offer goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill combines investment insights with the banking convenience of Bank of America. The Wealth Management Client Associate provides client-service support to potentially multiple Financial Advisors (FAs). The role supports enterprise strategic objectives, operational excellence, and client advocacy within the FA’s business, tailoring solutions to specific needs. The associate is often the primary point of contact within Merrill for clients’ service needs. Merrill promotes an in-office culture to support collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. Internal employees currently working from home may apply, but selected candidates may be required to work onsite under the workplace excellence policy. The role is based at 200 Josephine St, Denver, Colorado, and is a first-shift position working 37.5 hours per week. The role is eligible for an annual discretionary incentive plan and benefits. The stated hourly pay range is $25.00 to $44.00, with offers determined by experience, education, and skill set.

Requirements

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

Nice To Haves

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 licenses; Series 63 and Series 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 proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Professional verbal and written communication skills.

Responsibilities

Educate clients about the bank’s service and banking offerings while providing excellent client service.
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 promoting the incorporation of banking 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.