Wealth Management Client Associate

About Merrill Wealth Management

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions, specializing in goals‑based wealth management 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 and our trusted advisory teams are equipped with 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 while allowing flexibility for role‑specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business and employees, and our Wealth Management team represents an array of backgrounds, bringing unique perspectives and experiences to create a culture‑driven, resilient, results‑focused community.

This role is responsible for providing client service support to multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. The position serves as the most frequent point of contact within Merrill to address all service needs of their clients.

• Provides excellent client service by educating clients on all of the bank’s service and banking offerings.
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and FA 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 by 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.

• Series 7 & 66 (or combination of 63 & 65) preferred.

• 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

Seniority level:
Entry level

Employment type:

Full-time

Job function:
Finance and Sales

Industry: Banking