Private Wealth Client Associate
Not Disclosed•Full-TimeOn-site
location_onLogan Street, Downtown, Pittsburgh, Allegheny County, Pennsylvania, 15262, United States
About the Team
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest businesses of its kind in the world, we specialize in goals-based wealth management, helping clients plan for retirement, education, legacy, and other life goals through expert investment advice and guidance.
Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. We believe trust comes from transparency, and our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through personal relationships with their advisory team, all committed to their unique 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 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 impacting the communities we serve.
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.
About the Role
This role serves as a vital support pillar for multiple Financial Advisors, acting as the most frequent point of contact within Merrill to address all service needs of their clients. You will be responsible for providing exceptional client service support that drives enterprise strategic objectives and operational excellence goals.
In this position, you will customize solutions based on the specific needs of the Financial Advisors you support. Your day-to-day impact involves educating clients on all bank service and banking offerings, ensuring the timeliness, accuracy, and completeness of client materials, and following up on all requests. You will identify, deepen, and maintain client relationships by emphasizing the bank's offerings and promoting the incorporation of banking into clients' day-to-day practices.
You will also play a key role in ensuring practices align with the bank's policies and procedures to support operational excellence, protect clients, and manage risk. As a member of the team, you will support daily activities, covering roles during absences or seasonal increases, always leading with a client-first mindset.
Hiring Process & Application
Internal employees currently working from home are eligible to apply. However, please note that if selected for this role, you may be required to work onsite in accordance with the workplace excellence policy. This position is based in the United States of America on the 1st shift, with a standard work week of 37.5 hours.
Equal Opportunity Employer
Merrill is an equal opportunity employer. We are committed to building a diverse and inclusive workforce where everyone has the opportunity to succeed.
Work location
Work model: On-site
Logan Street, Downtown, Pittsburgh, Allegheny County, Pennsylvania, 15262, United States
Pittsburgh, Pennsylvania
Key Responsibilities
- check_circleProvide excellent client service by educating clients on bank offerings
- check_circleEnsure timeliness, accuracy, and completeness of client materials
- check_circleAlign practices with bank policies to support operational excellence and risk management
- check_circleFollow up on all client and Financial Advisor requests promptly
- check_circleCommunicate client outputs and solutions to Financial Advisors
- check_circleSupport day-to-day team activities and cover roles during absences
- check_circleIdentify and maintain client relationships by promoting banking integration
Requirements
- verifiedHigh School Diploma / GED / Secondary School or equivalent
- verifiedFINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) preferred
- verifiedProficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Nice to Have
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.
Similar Job Opportunities
Skills, education and keywords
Skills: Microsoft Word, Excel, Powerpoint, Salesforce, Finra Securities Industry Essentials, Series 7, Series 66.
Education: High School Diploma / GED / Secondary School or equivalent.
Frequently asked questions about Private Wealth Client Associate at Bank of America
What does a Private Wealth Client Associate at Bank of America do?expand_more
Day-to-day, the Private Wealth Client Associate at Bank of America will provide excellent client service by educating clients on bank offerings; ensure timeliness, accuracy, and completeness of client materials; align practices with bank policies to support operational excellence and risk management; and follow up on all client and financial advisor requests promptly.
What are the requirements for this Private Wealth Client Associate role?expand_more
To qualify for the Private Wealth Client Associate at Bank of America position, applicants should have: High School Diploma / GED / Secondary School or equivalent; FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66) preferred; and Proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce.
Where is the Private Wealth Client Associate role at Bank of America located?expand_more
Private Wealth Client Associate at Bank of America is based in Logan Street, Downtown, Pittsburgh, Allegheny County, Pennsylvania, 15262, United States. This is a on-site role.
Is this Private Wealth Client Associate job remote, hybrid, or on-site?expand_more
Bank of America has listed this Private Wealth Client Associate role as on-site.
How much experience is required for this Private Wealth Client Associate role?expand_more
Candidates for Private Wealth Client Associate at Bank of America should have mid level.
What skills do you need for the Private Wealth Client Associate role at Bank of America?expand_more
Key skills for Private Wealth Client Associate at Bank of America include Microsoft Word; Excel; Powerpoint; Salesforce; Finra Securities Industry Essentials; Series 7; and Series 66.
What education is required for Private Wealth Client Associate at Bank of America?expand_more
Educational requirements for this role: High School Diploma / GED / Secondary School or equivalent.
What category does the Private Wealth Client Associate role belong to?expand_more
Private Wealth Client Associate at Bank of America is part of the accounting & finance job category on Recrutus.