Wealth Management Client Associate

Bank of America • Bridgeport, CT

5d • Onsite

About The Position

Merrill Wealth Management provides wealth management and investment products and services, including goals-based planning for retirement, education, legacy, and other life goals. Wealth Management Client Associates support potentially multiple Financial Advisors by providing client service, supporting operational excellence and client advocacy, and tailoring solutions to the needs of the Financial Advisors’ businesses. They serve as a frequent point of contact for clients’ service needs. Merrill describes its culture as in-office, emphasizing collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. The role is 1st shift and is listed as 37.5 hours per week. A high school diploma, GED, secondary school credential, or equivalent is the minimum education requirement.

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 credential, 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.
• 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.
• Skills listed: 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 promoting the incorporation of banking 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, while maintaining a client-first mindset.

What This Job Offers

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