Wealth Management Client Associate

Bank of America•Highland Park, IL

11d•Onsite

About The Position

Merrill Wealth Management is a provider of comprehensive wealth management and investment products and services. The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors, supporting strategic objectives, operational excellence, and client advocacy while tailoring solutions to the advisors’ specific needs. The associate is often the primary point of contact within Merrill for clients’ service needs. Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with role-specific flexibility based on responsibilities and business needs. Internal employees currently working from home may apply, but selected candidates may be required to work onsite under the workplace excellence policy. This role is based in Highland Park, Illinois, works first shift, and is scheduled for 37.5 hours per week. The hourly pay range is $25.00–$44.00, with offers determined by experience, education, and skill set. The role is eligible for an annual discretionary incentive plan and company benefits, including access to paid time off.

Requirements

High school diploma, GED, secondary school, or equivalent.
Enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results.
Client-centric mindset and commitment to acting in the client’s best interest.
Ability to learn and adapt to new information and technology platforms.

Nice To Haves

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 licenses; 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.
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 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 on 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 incorporating 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.