Wealth Management Client Associate

Bank of America • Eugene, OR

17d • Onsite

About The Position

Merrill Wealth Management provides goals-based wealth management and investment products and services for individuals, companies, and institutions. Wealth Management Client Associates work with Financial Advisors to help clients pursue their goals through a personal advisory-team relationship, drawing on Merrill’s investment insights and Bank of America’s banking services.

This role provides client service support to potentially multiple Financial Advisors. The associate supports strategic objectives and operational excellence within the Financial Advisor’s business, advocates for clients, and tailors solutions to specific needs. The associate is expected to be a frequent point of contact for clients’ service needs. Merrill maintains an in-office culture focused on collaboration, engagement, and career development, with flexibility based on role-specific 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.

Requirements

• High school diploma, GED, secondary school, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense 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; 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 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 the bank’s offerings and incorporating 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.

What This Job Offers

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