Wealth Management Client Associate

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through personal relationships with their advisory teams. We believe trust comes from transparency, equipping our teams with access to the investment insights of Merrill and the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and flexibility based on role-specific responsibilities. We value diverse skills and experiences, fostering resilience, leadership, and innovation to positively impact the communities we serve.

About the role

This hybrid Wealth Management Client Associate/Cashiering role provides client service support to potentially multiple Financial Advisors (FAs). You will serve as the primary point of contact for clients, addressing their service needs while supporting enterprise strategic objectives, operational excellence, and client advocacy.

Responsibilities

• Provide excellent client service by educating clients on the bank’s service and banking offerings.
• Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor (FA) requests.
• Align practices with bank policies and procedures to support operational excellence, protect clients, and manage risk.
• Identify, deepen, and maintain client relationships by promoting the bank’s offerings and incorporating banking into day-to-day practices.
• Support day-to-day team activities, including covering roles during absences or seasonal increases, with a client-first mindset.
• Provide cashiering coverage, including accepting and processing client deposits accurately and efficiently.
• Print and distribute checks in accordance with established procedures and deadlines.
• Manage incoming and outgoing correspondence, ensuring timely handling of mail, packages, and client communications.
• Maintain accurate records and documentation related to deposits, checks, and correspondence.
• Support branch operations by ensuring compliance with bank policies and procedures for cashiering and administrative tasks.
• Collaborate with team members to provide seamless operational support and excellent client service.
• Assist with additional operational and administrative duties as assigned.

Requirements

• High School Diploma, GED, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

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).
• Industry knowledge and understanding of investment products.
• Experience working with clients, fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Comfortable operating in a fast-paced environment with evolving responsibilities.
• Detail-oriented with sound judgment and discretion when handling sensitive information.
• Commitment to continuous learning and professional growth.
• Strong computer 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

Schedule

• 1st shift (United States of America)
• 37.5 hours per week