Registered Wealth Management Client Associate
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
Role 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 is one of the largest businesses of its kind in the world specializing 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.
We believe trust comes from transparency.
Our trusted 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 that supports collaboration, engagement, and career development.
Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work.
We value the unique perspectives in our thoughts, business, and within our employees and clients.
Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Key Skills for This Role
Full Job Posting
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them 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 Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's 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
- Required Qualifications:
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
- Possesses advanced industry knowledge and an understanding of investment products
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an 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
- Desired Qualifications:
- 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
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
- For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
- Shift:
- Hours Per Week:
About Bank of America
Bank of America is a multinational financial services company and one of the largest banks in the United States. It provides banking, investing, asset management, and other financial products and services to individuals, businesses, and institutions worldwide.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Bank of America
Merrill Financial Solutions Advisor - Partially Registered: Silicon Valley Market
San Jose, USA
Merrill Advisor Development Program - Financial Advisor (Partially Licensed): Los Angeles Market
Los Angeles, USA
Relationship Banker - Brooklyn Staten Island NY Market - Bilingual Spanish Required
Brooklyn, USA
Relationship Banker - Brooklyn Staten Island NY Market
Brooklyn, USA
Relationship Banker - Brooklyn Staten Island NY Market - Bilingual Spanish Required
Staten Island, USA
Relationship Banker - Brooklyn Staten Island NY Market
Staten Island, USA
Brokerage and Advisory Solutions Financial Advisor
New York City, USA
Merrill Financial Solutions Advisor - Partially Registered: Silicon Valley Market
San Jose, USA
Merrill Advisor Development Program - Financial Advisor (Partially Licensed): Los Angeles Market
Los Angeles, USA
Relationship Banker - Brooklyn Staten Island NY Market - Bilingual Spanish Required
Brooklyn, USA
Relationship Banker - Brooklyn Staten Island NY Market
Brooklyn, USA
Relationship Banker - Brooklyn Staten Island NY Market - Bilingual Spanish Required
Staten Island, USA
Relationship Banker - Brooklyn Staten Island NY Market
Staten Island, USA
Wealth Management Client Associate
Portage, USA
Brokerage and Advisory Solutions Financial Advisor
New York City, USA