Wealth Management Client Associate

Job Description

The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it. 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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impacting the communities we serve.

Key Responsibilities

• Supports enterprise strategic objectives
• Operational excellence goals
• Client advocacy within the FA's business
• Customizing solutions based on specific client needs

Job Expectations

• Serves as the most frequent point of contact within Merrill to address all service needs of their clients

Required Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
• Demonstrates a client-centric mindset, always acting in the best interest of the client
• Ability to learn and adapt to new information and technology platforms

Desired Qualifications

• Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
• Possesses 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
• 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

• 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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week: 37.5