Wealth Management Client Associate

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest businesses of its kind, Merrill specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through personal relationships with their advisory teams. Our trusted advisory teams are equipped with access to Merrill’s investment insights and the banking convenience of Bank of America.

This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs). You will serve as the most frequent point of contact within Merrill to address all service needs of clients, supporting enterprise strategic objectives, operational excellence goals, and client advocacy while customizing solutions based on specific needs.

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.
• Communicates outputs to Financial Advisors and supports day-to-day team activities, including covering roles during absences or seasonal need increases, with a client-first mindset.

Requirements

• Is an 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.
• Has the ability to learn and adapt to new information and technology platforms.

Qualifications

• High School Diploma / GED / Secondary School or equivalent (minimum education 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).
• Possesses industry knowledge and an understanding of investment products.
• Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience.
• Is comfortable operating in a fast-paced environment with changing and evolving responsibilities.
• Is detail-oriented and demonstrates a commitment to continuous learning and professional growth.
• Exhibits 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.

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.