Private Wealth Client Associate
Bank of America · Atlanta, GA · 1 wk ago
FinanceFull-time
Key Responsibilities
- Serving as the most frequent point of contact within Merrill to address all service needs of their clients
- Supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business
- Customizing solutions based on specific client needs
Required Qualifications
- An enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- A client-centric mindset, always acting in the best interest of the client
- The ability to learn and adapt to new information and technology platforms
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Industry knowledge and an understanding of investment products
- Experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Detail oriented
- Sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Desired Qualifications
- Commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
Skills
- 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
- Written Communications
Benefits
Merrill Wealth Management offers an in-office culture that supports collaboration, engagement, and career development.
Pay
Details about pay are not specified in this job description.
Schedule
Details about the schedule are not specified in this job description.