Wealth Management Client Associate

Bank of America • Yardley, PA

5d • Onsite

About The Position

Merrill Wealth Management is a provider of wealth management and investment products and services for individuals, companies, and institutions. Its Financial Advisors and Wealth Management Client Associates support clients through personal advisory relationships, goals-based planning, investment advice, and access to Bank of America banking services.

The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors. The role supports strategic objectives and operational excellence within the Financial Advisor’s business, advocates for clients, and customizes solutions to meet their needs. The associate is expected to be a frequent point of contact for clients’ service needs. Merrill describes its culture as in-office, supporting collaboration, engagement, and career development, with flexibility based on role responsibilities and business 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.
• Be able 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 65 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.
• 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.
• 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 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 encouraging banking integration into clients’ 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 demand, while maintaining a client-first mindset.

What This Job Offers

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