Wealth Management Client Associate

Bank of America • Lake Oswego, OR

10d • Onsite

About The Position

Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions. Its goals-based wealth management includes 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 their goals through personal relationships and advisory support, combining Merrill investment insights with Bank of America banking convenience.

The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors. The role supports enterprise strategic objectives, operational excellence, and client advocacy within the Financial Advisor’s business, while tailoring solutions to specific needs. The associate serves as a frequent point of contact for clients’ service needs. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs. Employees are encouraged to bring their perspectives and experiences to work.

Requirements

• High school diploma, GED, secondary school, 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; Series 63 and 65 are accepted in lieu of Series 66.
• Industry knowledge and understanding of investment products.
• Experience working with clients, quickly meeting their needs, delivering complex solutions, and providing an excellent client experience.
• Comfort operating in a fast-paced environment with changing and evolving responsibilities.
• Detail-oriented approach.
• 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.
• Skills in 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

• Educate clients on 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 encouraging their incorporation into day-to-day practices; communicate outputs to the Financial Advisor.
• Support day-to-day team activities and needs, including covering roles during absences or seasonal increases in need, with a client-first mindset.

What This Job Offers

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