Wealth Management Client Associate

In this role, you will provide client service support to multiple Financial Advisors (FAs). You will serve as the most frequent point of contact within Merrill, addressing all service needs of the advisors' clients, supporting enterprise strategic objectives, operational excellence, and client advocacy. Your role will be to customize solutions based on advisor needs and promote the firm’s banking and investment offerings. 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. You will work to build trust through transparency and leverage Merrill’s investment insights along with Bank of America’s banking convenience. Responsibilities Provide excellent client service to clients, educating them on all of the bank’s services and banking offerings. Ensure timeliness, accuracy, and completeness of client materials, and follow up on all client and FA requests. Assist in ensuring practices align with bank 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 banking integration into day‑to‑day practices, communicating outputs 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 Enthusiastic, highly motivated self‑starter with a strong work ethic and a 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, 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. Committed 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. 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. Shift 1st shift (United States of America). Hours Per Week 37.5. #J-18808-Ljbffr Bank of America