Wealth Management Client Associate

Bank of America • Newport Beach, CA

1d • $25 - $44 • Onsite

About The Position

Merrill Wealth Management is a provider of wealth management and investment products and services for individuals, companies, and institutions. Its goals-based services include advice and guidance for retirement, education, legacy, and other life goals. Financial Advisors and Wealth Management Client Associates work with clients through personal advisory-team relationships, drawing on Merrill investment insights and Bank of America banking services.

The Wealth Management Client Associate supports clients and Financial Advisors by providing service, helping clients understand banking offerings, handling client materials and requests, supporting operational excellence and risk management, and maintaining client relationships. The role supports day-to-day team needs, including coverage during absences or periods of increased seasonal demand. Merrill describes its culture as in-office, with expectations and flexibility based on the role and business needs. The position is based in Newport Beach, California, is first shift, and has a stated workweek of 37.5 hours. It is eligible for an annual discretionary incentive plan and benefits.

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.
• High school diploma, GED, secondary school, or equivalent.
• Professional verbal and written communication skills.
• Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce.

Nice To Haves

• 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, 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.
• 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

• Provide excellent client service by educating bank 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 bank offerings and promoting banking in day-to-day practices, and communicate outcomes to the Financial Advisor.
• Support day-to-day team activities and needs, including covering roles during absences or seasonal increases in demand, while maintaining a client-first mindset.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Eligibility to participate in the annual discretionary incentive plan; awards are based on individual performance and behaviors, line-of-business and/or group performance and contributions, and overall company success.

What This Job Offers

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