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. We specialize in goals‑based wealth management, helping clients plan for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates build personal relationships with clients, offering transparency and the combined investment insights of Merrill and the banking convenience of Bank of America. We foster an in‑office culture that supports collaboration, engagement, and career development, while providing appropriate flexibility based on role‑specific responsibilities and business needs. This position is responsible for providing client service support to multiple Financial Advisors (FAs). You will support enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions to meet their needs. You will serve as the primary point of contact within Merrill to address all service needs of their clients. Responsibilities Provide excellent client service by educating clients on all banking offerings Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and FA requests Assist in aligning practices with bank policies and procedures to support operational excellence, protect clients, and manage risk Identify, deepen, and maintain client relationships by promoting banking solutions and communicating outcomes to the FA Support day‑to‑day team activities, including covering roles during absences or seasonal workload increases, while maintaining a client‑first mindset Required Qualifications Enthusiastic, highly motivated self‑starter with strong work ethic and 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 Desired Qualifications Currently holds or pursuing FINRA Securities Industry Essentials (SIE), Series7, and/or Series66 (63/65 accepted in lieu of 66) Industry knowledge and understanding of investment products Experience working with clients, quickly fulfilling needs and delivering complex solutions Comfortable operating in a fast‑paced, evolving environment Detail oriented Commitment to continuous learning and professional growth Sound judgment and discretion with sensitive information Strong computer skills: Microsoft Word, Excel, PowerPoint, 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 Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Internal employees working from home may still apply. If selected, you may be required to work onsite in accordance with the workplace excellence policy. Shift 1st shift (United States of America) Hours Per Week 37.5 #J-18808-Ljbffr