Wealth Management Client associate
About The Position
Merrill Wealth Management provides comprehensive wealth management and investment products and services to individuals, companies, and institutions. Its Financial Advisors and Wealth Management Client Associates support clients through personal advisory relationships, goals-based wealth management, investment advice, and access to Bank of America banking services. This position provides client service support to potentially multiple Financial Advisors. It supports strategic and operational objectives and client advocacy within the advisors’ businesses, tailoring solutions to their needs. The associate is expected to be a frequent point of contact for Merrill clients and address their service needs. Merrill describes its culture as in-office, with role-specific flexibility based on responsibilities and business needs.
Requirements
- High school diploma, GED, secondary school, or equivalent.
- Enthusiastic, highly motivated self-starter with a strong work ethic and an intense 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; 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 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 encouraging banking integration 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.
Benefits
- Benefits eligibility.
- Access to paid time off.
- Annual discretionary incentive plan eligibility; awards are based on individual performance and behaviors, line-of-business or group performance and contributions, and overall company success.
- Industry-leading benefits, resources, and support for employees.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
