Wealth Management Specialist

Bank of America•Chicago, IL

18h•Onsite

About The Position

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Requirements

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
SAFE ACT Registration; ADV-2B Required
Obtain and/or maintain at least one firm approved designation
Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management
Possess and demonstrate strong communication skills
Demonstrate an understanding of how to deliver a strong overall client experience
Thorough knowledge and understanding of the suite of Wealth Management products and services
Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
Strong partnership and relationship management skills; ability to work across Elite Growth Program (EGP) functions and organizational lines/levels
Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority
Analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk
Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth

Nice To Haves

Account Management
Business Acumen
Customer Service Management
Client Management
Portfolio Management
Referral Identification
Referral Management
Relationship Building
Administrative Services
Process Simplification

Responsibilities

Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
Documents client interactions and provides team members with time sensitive updates
Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
Provides advice and assists with training for team members