Wealth Management Client Associate

Merrill Wealth Management is seeking a Client Service Support Associate to provide frontline support to Financial Advisors (FAs). The role focuses on client advocacy, operational excellence, and strengthening relationships between advisors, clients, and the bank. Responsibilities Deliver outstanding client service by educating clients on all bank services and credit offerings. Ensure timeliness, accuracy, and completeness of client materials, and follow up on all client and FA requests. Align practices with bank policies and procedures to support operational excellence, protect clients, and manage risk. Identify, deepen, and maintain client relationships, emphasizing bank offerings and promoting banking integration into daily practices. Support day‑to‑day team activities, covering roles during absences or seasonal peaks, while maintaining a client‑first mindset. Required Qualifications Self‑starter with a strong work ethic and an intense 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 Current holder or candidate for FINRA Securities Industry Essentials (SIE), Series7, and/or Series66 (or 63/65 in lieu of 66). Industry knowledge and understanding of investment products. Experience working with clients, fulfilling their needs, delivering complex solutions, and providing an excellent client experience. Comfortable working in a fast‑paced environment with changing responsibilities. Detail oriented, with a commitment to continuous learning and professional growth. Sound judgment and discretion when handling sensitive information. Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce. Professional verbal and written communication skills. Skills Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Consulting Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education High School Diploma, GED, or secondary school equivalent. Shift & Hours 1st shift (United States). 37.5 hours per week. Pay US – NY – Riverhead – 450 Old Country Rd (NY3878): $25.00–$44.00 hourly, to be determined based on experience, education, and skill set. Eligible for a discretionary incentive plan. Benefits Eligible to participate in the annual discretionary award and receive standard employer benefits. #J-18808-Ljbffr Bank of America