Wealth Management Client Associate
Not Disclosed•Full-TimeOn-site
location_onWalker Arena Parking, 2nd Street, Muskegon, Muskegon County, Michigan, 49440, 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, empowering our Financial Advisors and Wealth Management Client Associates to help clients pursue the life they envision through personal relationships.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds, bringing unique perspectives and experiences to create a work community that is culture-driven, resilient, results-focused, and effective.
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 while customizing solutions based on the specific needs of each advisor's business.
Your work will directly contribute to enterprise strategic objectives and operational excellence goals. By serving as the primary liaison, you will ensure timeliness, accuracy, and completeness in all client materials. You will identify opportunities to deepen and maintain client relationships by emphasizing the bank's offerings and promoting the integration of banking into day-to-day practices, all while maintaining a client-first mindset.
Work Environment
Merrill is committed to an in-office culture with specific requirements for office-based attendance. While we allow for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations, please note that internal employees currently working from home may be required to work onsite in accordance with the Workplace Excellence policy if selected for this role.
Equal Opportunity
We are an equal opportunity employer and value diversity in our thoughts, business, and within our employees and clients. We consider qualified applicants regardless of background.
Work location
Work model: On-site
Walker Arena Parking, 2nd Street, Muskegon, Muskegon County, Michigan, 49440, United States
Muskegon, Michigan
Key Responsibilities
- check_circleProvide excellent client service by educating clients on bank offerings
- check_circleEnsure timeliness, accuracy, and completeness in 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 deepen 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 required.
Frequently asked questions about Wealth Management Client Associate at Bank of America
What does a Wealth Management Client Associate at Bank of America do?expand_more
Day-to-day, the Wealth Management Client Associate at Bank of America will provide excellent client service by educating clients on bank offerings; ensure timeliness, accuracy, and completeness in 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 Wealth Management Client Associate role?expand_more
To qualify for the Wealth Management 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 Wealth Management Client Associate role at Bank of America located?expand_more
Wealth Management Client Associate at Bank of America is based in Walker Arena Parking, 2nd Street, Muskegon, Muskegon County, Michigan, 49440, United States. This is a on-site role.
Is this Wealth Management Client Associate job remote, hybrid, or on-site?expand_more
Bank of America has listed this Wealth Management Client Associate role as on-site.
How much experience is required for this Wealth Management Client Associate role?expand_more
Candidates for Wealth Management Client Associate at Bank of America should have mid level.
What skills do you need for the Wealth Management Client Associate role at Bank of America?expand_more
Key skills for Wealth Management 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 Wealth Management Client Associate at Bank of America?expand_more
Educational requirements for this role: High School Diploma / GED / Secondary School required.
What category does the Wealth Management Client Associate role belong to?expand_more
Wealth Management Client Associate at Bank of America is part of the accounting & finance job category on Recrutus.
About Bank of America
Bank of America, headquartered in Charlotte, North Carolina, operates as a major global financial institution within the banking industry. The organization provides a comprehensive suite of banking, investing, asset management, and risk management products and services. Its client base spans individual consumers, small to middle-market businesses, and large corporations, covering a wide spectrum of financial needs.
The company maintains approximately 56 million consumer and small business relationships within the United States. In the wealth management sector, it stands as a prominent player among the world's leading firms. Additionally, Bank of America holds a significant position as a global leader in corporate and investment banking as well as trading activities.
This entity focuses on delivering diverse financial solutions to a vast international audience. Its operations are supported by extensive resources and a broad service portfolio designed to meet the complex requirements of its diverse customer segments across the financial landscape.
Browse more roles: All Bank of America jobs, accounting & finance jobs on Recrutus.