Wealth Management Client Associate

Bank of America • Lake Oswego, OR

9d • Onsite

About The Position

Merrill Wealth Management provides goals-based wealth management and investment products and services to individuals, companies, and institutions. Wealth Management Client Associates support Merrill Financial Advisors and their clients through personal relationships and access to Merrill investment insights and Bank of America banking services. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role-specific responsibilities and business needs.

This role provides client service support to potentially multiple Financial Advisors. It supports enterprise strategic objectives, operational excellence, and client advocacy within the Financial Advisors’ business, customizing solutions to their specific needs. The associate is often the most frequent point of contact within Merrill for clients’ service needs.

Requirements

• Be an enthusiastic, highly motivated self-starter with a strong work ethic and 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, or equivalent.

Nice To Haves

• Currently hold or be pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66; Series 63 and Series 65 are accepted in lieu of Series 66.
• Possess industry knowledge and an understanding of investment products.
• Have experience working with clients, quickly fulfilling 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 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.

Responsibilities

• Provide excellent client service by educating clients about the bank’s 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 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.

What This Job Offers

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