Wealth Management Client Associate
About The Position
Merrill Wealth Management provides wealth management and investment products and services to individuals, companies, and institutions, with a focus on goals-based advice for retirement, education, legacy, and other life goals. Its advisory teams combine Merrill investment insights with the banking convenience of Bank of America. The Wealth Management Client Associate provides client service support to potentially multiple Financial Advisors (FAs). The role supports strategic and operational objectives and client advocacy within the FA’s business, tailoring solutions to the team’s needs. The associate is often the primary Merrill point of contact for clients’ service needs. Merrill emphasizes an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role 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.
Requirements
- Be an enthusiastic, highly motivated self-starter with a strong work ethic and an 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 are accepted in lieu of Series 66.
- Industry knowledge and understanding of investment products.
- Experience working with clients, quickly fulfilling needs, delivering complex solutions, and providing an excellent client experience.
- Comfort operating in a fast-paced environment with changing and evolving responsibilities.
- Detail-oriented approach.
- 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 promoting their incorporation into day-to-day practices, while communicating 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.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
