Wealth Management Client Associate

Job Description

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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes 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.

Responsibilities

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Aids in ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FAs
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact within Merrill to address all service needs of their clients
• Serves as the most frequent point of contact