Wealth Management Client Associate - Bilingual Spanish Preferred

Bank of America • Coral Gables, FL

6d • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services, including goals-based advice for retirement, education, legacy, and other life goals. Financial Advisors and Wealth Management Client Associates support clients through a personal advisory-team relationship, combining Merrill investment insights with the banking convenience of Bank of America.

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 Advisors’ practices, tailoring solutions to their needs. The associate is typically the most frequent Merrill point of contact for clients’ service needs. Merrill describes its culture as in-office, with expectations and flexibility based on role responsibilities and business needs. Internal employees currently working from home may apply, but a selected employee may be required to work onsite under the workplace excellence policy.

Requirements

• Be an enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results.
• Demonstrate a client-centric mindset and act in the client’s best interest.
• Be able to learn and adapt to new information and technology platforms.
• Minimum education: high school diploma, GED, secondary school, or equivalent.

Nice To Haves

• Bilingual English and Spanish speaking.
• Currently hold or be 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 fulfilling 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.
• 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 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 their incorporation into clients’ 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