Registered Wealth Management Client Associate

Bank of America; Yardley (Bucks County); Vor Ort; USD 52.000 - 70.000; Vollzeit

Zusammenfassung

Bank of America Merrill Wealth Management is seeking a client service support professional to assist Financial Advisors and their clients, delivering proactive service, accurate documentation, and risk-conscious guidance in a fast-paced environment.

This in-office role emphasizes collaboration, professional growth, and a client-first mindset, with a 37.5-hour work week and a first-shift start, based in the United States.

Qualifikationen

• Holds FINRA SIE, Series 7, and Series 66 (63/65 accepted in lieu of 66).
• Knowledge of investment products and services.
• Self-starter with a strong work ethic and results focus.
• Client-centric mindset and client advocacy.
• Able to learn and adapt to new information and technology platforms.
• Experience working with clients and delivering complex solutions.
• Ability to thrive in a fast-paced environment and be detail oriented.
• Commitment to continuous learning and professional growth.
• Good judgment and discretion when handling sensitive information.
• Proficiency with MS Word, Excel, PowerPoint, and Salesforce.
• Strong verbal and written communication skills.

Aufgaben

• Provides excellent Client Service to bank clients by educating them on bank services.
• Ensures timeliness and accuracy in client materials and follows up on requests.
• Aligns practices with bank policies to support operational excellence and risk management.
• Identifies and deepens client relationships focusing on banking offerings.
• Supports day-to-day team activities and covers roles during absences or peak periods.

Kenntnisse

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

Ausbildung

High School Diploma / GED

Tools

Salesforce

Microsoft Word

Excel

PowerPoint

Jobbeschreibung

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)
• 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 responsibilitiesIs 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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift

1st shift (United States of America)

Hours Per Week

37.5