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. This role supports Financial Advisors (FAs) by providing client service support, ensuring operational excellence and client advocacy, and serving as the most frequent point of contact within Merrill. Responsibilities Provide excellent client service and educate clients on 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 maintaining compliance 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. Support day‑to‑day team activities and cover roles during absences or seasonal increases. Lead with a client‑first mindset. Qualifications Highly motivated self‑starter with a strong work ethic and 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 Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66). Possesses industry knowledge and an understanding of investment products. Experience working with clients, fulfilling complex solutions, and delivering an 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 with sensitive information. Strong computer application 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 High School Diploma / GED / Secondary School or equivalent. Shift and Hours 1st shift (United States of America); 37.5 hours per week. Location 200 Glastonbury Blvd, Glastonbury, CT. Pay and Benefits Hourly pay range: $25.00 – $44.00, determined by experience, education, and skill set. Eligible for annual discretionary award based on individual performance. Benefits include industry‑leading benefits, paid time off, and resources for physical, emotional, and financial well‑being. Working Arrangements Internal employees currently working from home are eligible. Selected candidates may be required to work onsite in accordance with workplace policy. Diversity & Inclusion We’re devoted to being a diverse and inclusive workplace. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families. #J-18808-Ljbffr Bank of America