Registered Wealth Management Client Associate

Bank of America; Raleigh (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Merrill Wealth Management at Bank of America in Raleigh is seeking a Client Service Associate to support multiple Financial Advisors. This role focuses on delivering exceptional client service, education on banking offerings, and timely, accurate client materials and requests.

Licenses such as SIE, Series 7 is required or must be obtained within a specified timeframe for registered roles. The ideal candidate is client-centric, detail oriented, and excels in a fast-changing environment with

Qualifications

• Experience delivering strong client service and managing client relationships.
• Ability to operate in a fast-paced environment with evolving responsibilities.
• Detail oriented with strong analytical skills.
• Strong learning mindset and adaptability to technology platforms.
• Excellent written and verbal communication skills.

Responsibilities

• Provide excellent client service to Merrill's clients and educate them on banking offerings.
• Ensure timely, accurate materials and follow up on client and advisor requests.
• Align practices with bank policies to support risk management and operational excellence.
• Identify and deepen client relationships by promoting bank offerings and integrating solutions.
• Support day-to-day team activities and cover roles during absences or peak times.

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

Job description

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.

Job Description

This job is responsible for providing client service support to potentially 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. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

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)

** If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code**

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

Shift

1st shift (United States of America)

Hours Per Week

37.5