Registered Private Wealth Client Associate

Merrill Wealth Management – Client Service Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products. We offer a collaborative, in‑office culture that values diversity and supports career development. Job Description Provide client service support to multiple Financial Advisors, ensuring their clients receive the highest level of service. Manage day‑to‑day client requests, maintain accurate client materials, and support operational excellence and client advocacy within the advisors’ businesses. Responsibilities Provide excellent client service by educating clients on all bank service and banking offerings. Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and FA requests. Assure practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships, emphasizing the bank’s offerings and encouraging the incorporation of banking into daily practices, while communicating outcomes to the FA. Support day‑to‑day team activities, covering roles during absences or seasonal increases, with a client‑first mindset. Required Qualifications Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66). Licenses must be obtained within a specified timeframe if not currently held. Advanced industry knowledge and understanding of investment products. Enthusiastic, highly motivated self‑starter with a strong work ethic and 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 Experience working with clients, swiftly fulfilling needs, delivering complex solutions, and providing excellent client experience. Comfortable operating in a fast‑paced environment with changing responsibilities. Detail oriented. Commitment to continuous learning and professional growth. Sound judgment and discretion when handling sensitive information. Strong computer application skills, including Microsoft Word, Excel, PowerPoint, and Salesforce. Professional verbal and written communication skills. Bachelor’s Degree or equivalent work experience. 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 Employment Details Shift: 1st shift (United States of America) Hours per week: 37.5 Minimum Education: High School Diploma / GED / Secondary School or equivalent Location: US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110) Pay Range: $25.00 – $44.00 hourly (dependent on experience, education and skill set) Benefits: Industry‑leading benefits, paid time off, and resources to support employees in making a genuine impact. Internal employees currently working from home are eligible to apply; if selected, onsite work may be required under the workplace excellence policy. #J-18808-Ljbffr Bank of America