Wealth Management Client Associate

Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 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. Trust comes from transparency. Advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in‑office culture with specific requirements for office‑based attendance and provides appropriate flexibility for teammates and businesses based on role‑specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our work and in our clients; our Wealth Management team represents a wide range of backgrounds, bringing unique perspectives, ideas, and experiences to create a culture‑driven, resilient, results‑focused community. This job is responsible for providing client service support to multiple Financial Advisors. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FAs’ business while customizing solutions based on their specific needs. You will serve as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities Provides excellent client service by educating clients on all bank services and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA requests Assists with ensuring practices align with bank policies and procedures to support operational excellence, protect clients, and manage risk Identifies, deepens, and maintains client relationships by emphasizing bank offerings and promoting integration of banking into day‑to‑day practices, and communicating outputs to the FA Supports 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 intense focus on results Demonstrates a client‑centric mindset, always acting in the best interest of the client Able 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 Has 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 Demonstrates a commitment 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 Proficient in professional verbal and written communication 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 For internal employees; participation in a work‑from‑home posture does not make you ineligible to post, however, may require meeting the workplace excellence policy. Shift 1st shift (United States of America) Hours Per Week 37.5 #J-18808-Ljbffr Bank of America