Registered Wealth Management Client Associate

Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management focuses on 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.

We believe trust comes from transparency. Our advisory teams are equipped with access to Merrill’s investment insights and the banking convenience of Bank of America. Merrill is committed to an in-office culture with role-specific attendance requirements and flexibility where appropriate. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, employees, and clients, contributing to a culture-driven, resilient, results-focused, and effective work community.

• Provides excellent client service to the bank's clients by educating them on the bank s service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests.
• Helps ensure practices align with the bank s policies and procedures to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships by emphasizing the bank s offerings and incorporating banking into day-to-day practices, while communicating outputs to the FA.
• Supports day-to-day team activities and needs, including covering roles during absences or seasonal increases, while maintaining a client-first mindset.

• Currently holds FINRA SIE, Series 7, and Series 66 (63 and 65 accepted in lieu of 66).
• Possesses advanced industry knowledge and understanding of investment products.
• Self-starter with a strong work ethic and results-focused mindset.
• Client-centric mindset, always acting in the best interest of the client.
• Ability to learn and adapt to new information and technology platforms.

• 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 evolving responsibilities.
• Detail-oriented with a commitment to continuous learning and professional growth.
• Exhibits sound judgment and discretion when handling sensitive information.
• Strong computer skills, including Microsoft Word, Excel, PowerPoint, and Salesforce.
• 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

High School Diploma / GED / Secondary School or equivalent

Internal employees; participation in a work-from-home posture does not make you ineligible to post, but may require meeting Workplace Excellence policy. Internal employees who are currently working from home are eligible to apply; if selected, you may be required to work onsite in accordance with the Workplace Excellence policy.

1st shift (United States of America)

37.5