Registered Private Wealth Client Associate

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

We are looking for a Client Service Associate who will provide client service support to multiple Financial Advisors, serving as the most frequent point of contact within Merrill to address all service needs of their clients. The role supports enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business while customizing solutions based on their specific needs.

Our in‑office culture requires office‑based attendance with appropriate flexibility. We value diversity and encourage you to bring your whole self to work. Access to Merrill investment insights coupled with the banking convenience of Bank of America makes our advisory teams powerful and trusted.

• Provides excellent client service to Merrill’s clients by educating them on all bank services and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor requests.
• Assists with ensuring practices are in alignment with the bank’s policies and procedures to support operational excellence, protect clients, and manage risk.
• Identifies, deepens, and maintains client relationships through emphasizing the bank’s offerings and promoting incorporation of banking into day‑to‑day practices, while communicating outputs to the FA.
• Supports day‑to‑day team activities and needs, including covering roles in times of absence or seasonal need increases, while leading with a client‑first mindset.

• 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.
• Has the ability to learn and adapt to new information and technology platforms.

• 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.
• Is comfortable operating in a fast‑paced environment with changing and evolving responsibilities.
• Is 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.
• Demonstrates 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.

Internal employees who are currently working from home are still eligible to apply. If selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.

FDIC and FINRA regulations restrict or prohibit the hiring of individuals with certain specified criminal history for this position.

1st shift (United States of America)

37.5