Registered Wealth Management Client Associate

Overview 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 advisory teams are equipped with access to Merrill’s investment insights coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. We empower you to bring your whole self to work and value the unique perspectives of our employees and clients. Our Wealth Management team represents a range of skills and experiences from diverse backgrounds and careers, including military service, community college education, and varied life experiences, which foster resilience, leadership and innovation. Responsibilities Provides excellent Client Service to the bank's clients by 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. Assists with 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 by emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA. Supports day-to-day team activities and needs, including covering roles in times of absence or seasonal needs, while leading with a client-first mindset. Qualifications Note: Strong content contains the required and desired qualifications; all bullets below reflect the necessary competencies. Required Qualifications: Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66). Possesses advanced industry knowledge and an understanding of investment products. 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. Desired Qualifications: 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 changing responsibilities. Detail oriented and committed to continuous learning and professional growth. Demonstrates 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 Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Work Details Internal employees who are currently working from home are eligible to apply; may be required to work onsite in accordance with workplace policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5 Compensation and Benefits Pay range $26.50 - $45.00 hourly; offers determined based on experience, education and skill set. Discretionary incentive eligible; annual discretionary plan and awards based on performance and contributions. Benefits eligible; industry-leading benefits and paid time off. Compliance and Privacy Privacy Statement: Bank of America is committed to diversity and inclusion and to providing competitive benefits to support employees’ well-being. Pay Transparency: #J-18808-Ljbffr Bank of America