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. Specializing in goals-based wealth management—including planning for retirement, education, legacy, and other life goals—Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through personalized advisory relationships. Trust is built on transparency, with advisory teams leveraging Merrill’s investment insights and the banking convenience of Bank of America. Merrill fosters an in-office culture that supports collaboration, engagement, and career development, while valuing diverse perspectives and experiences.

About the role

This role provides client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on specific client needs. The role serves as the primary point of contact within Merrill to address all service needs of clients.

Responsibilities

• Provides excellent client service by educating clients 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.
• Assists with aligning practices with the bank’s policies and procedures to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by emphasizing the bank’s offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FAs.
• Supports day-to-day team activities and needs, including covering roles during absences or seasonal demand increases, while leading with a client-first mindset.

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic and an intense 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

• High School Diploma, GED, or equivalent secondary school education (minimum requirement).
• 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 evolving responsibilities.
• Detail-oriented with sound judgment and discretion when handling sensitive information.
• Commitment to continuous learning and professional growth.
• 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

Schedule

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