Wealth Management Client Associate
Not Disclosed•Full-TimeOn-site
location_on1013, Turkey Foot Road, Shadeland East, Lakeview Acres, Lexington, Fayette County, Kentucky, 40502, United States
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. As one of the largest businesses of its kind globally, we specialize in goals-based wealth management, helping clients plan for retirement, education, legacy, and other life goals through personalized investment advice and guidance.
Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through personal relationships with advisory teams committed to their needs. We believe trust comes from transparency. Our trusted teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
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.
About the Role
This role is dedicated to providing client service support to multiple Financial Advisors. You will serve as the most frequent point of contact within Merrill, addressing all service needs for the advisors' clients. Your work will focus on supporting enterprise strategic objectives, operational excellence goals, and client advocacy, while customizing solutions based on specific business needs. You will act as a bridge between the bank's offerings and client needs, ensuring timeliness, accuracy, and completeness in all client materials and communications.
Work Environment & Culture
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. Please note that while internal employees currently working from home are eligible to apply, selected candidates may be required to work onsite in accordance with the Workplace Excellence policy.
Equal Opportunity
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Work location
Work model: On-site
1013, Turkey Foot Road, Shadeland East, Lakeview Acres, Lexington, Fayette County, Kentucky, 40502, United States
Lexington, Kentucky
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 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)
- 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 Wealth Management Client Associate at Bank of America
What does a Wealth Management Client Associate at Bank of America do?expand_more
In this Wealth Management Client Associate at Bank of America role, you 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); 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 1013, Turkey Foot Road, Shadeland East, Lakeview Acres, Lexington, Fayette County, Kentucky, 40502, 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 or equivalent.
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.