Registered Wealth Management Client Associate

Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the largest businesses of its kind in the world, specializing 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. Trust comes from transparency. Our advisory teams are equipped with access to Merrill’s investment insights combined with 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 appropriate flexibility based on role‑specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives of our employees and clients, fostering resilience, leadership, and innovation across a diverse workforce. Job Purpose This role provides client service support to one or more Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy. You will be the primary point of contact within Merrill to address all service needs for clients of the assigned advisors. Responsibilities Provide excellent client service by educating clients on all of the bank’s service and banking offerings. Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and FA requests. Assist in aligning practices with the bank’s policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships by emphasizing the bank’s offerings and promoting integration of banking into day‑to‑day practices, communicating outcomes to the FA. Support day‑to‑day team activities and needs, including covering roles during absences or seasonal increases, while leading with a client‑first mindset. Required Qualifications Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (Series 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 and evolving responsibilities. Detail oriented. 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 Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Additional Information Internal employees currently working from home are still eligible to apply; however, if selected, you may be required to work onsite per the workplace excellence policy. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for this position: FDIC; FINRA. Shift 1st shift (United States of America) Hours Per Week 37.5 #J-18808-Ljbffr