Wealth Management Client Associate (FP)

Job Overview Supports multiple Financial Advisors by providing client service support, operational excellence and client advocacy within Merrill Wealth Management. Key Responsibilities Provide excellent client service to bank clients by educating them on bank services and banking offerings. Ensure timeliness, accuracy, and completeness of client materials and follow up on all client and Financial Advisor requests. Assist in aligning practices with the bank's policies and procedures to support operational excellence and risk management. Identify, deepen, and maintain client relationships, emphasizing the bank’s offerings and incorporating banking into day‑to‑day practices. Support day‑to‑day team activities, covering roles during absences or seasonal demand increases. Act as the primary point of contact for client service needs. 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. Preferred Qualifications Currently holds or is pursuing FINRA SIE, Series7, and/or Series66 (or Series63 and 65 in lieu of 66). Industry knowledge and understanding of investment products. Experience working with clients, fulfilling needs, delivering complex solutions, and providing excellent client experience. Comfortable operating in a fast‑paced environment with changing responsibilities. Detail oriented, continuous learner, and professional communicator. Strong computer skills: Microsoft Word, Excel, PowerPoint, Salesforce. Preferred: 7 and 66 or equivalent licenses, Master’s degree, up to 5 years related experience. 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 Education and Work Details Minimum Education: High School Diploma / GED / Secondary School or equivalent. Shift: 1st shift (United States). Hours per week: 37.5. Pay Range: $25.00 – $44.00 hourly. Discretionary incentive: eligible for annual discretionary plan. Benefits Industry‑leading benefits. Paid time off. Resources and support to enable impact. #J-18808-Ljbffr Bank of America